Curi RMB Capital’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Buy |
+858
| New | +$322K | 0.01% | 576 |
|
|
2025
Q1 | – | Sell |
-801
| Closed | -$261K | – | 518 |
|
|
2024
Q4 | $261K | Buy |
+801
| New | +$261K | 0.01% | 477 |
|
|
2024
Q3 | – | Sell |
-799
| Closed | -$223K | – | 553 |
|
|
2024
Q2 | $223K | Buy |
799
+1
| +0.1% | +$279 | 0.01% | 510 |
|
|
2024
Q1 | $211K | Buy |
+798
| New | +$211K | ﹤0.01% | 546 |
|