Cynosure Group’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 | $471K | Buy |
1,257
+252
| +25% | +$94.5K | 0.05% | 185 |
|
|
2025
Q1 | $329K | Buy |
1,005
+120
| +14% | +$39.3K | 0.05% | 305 |
|
|
2024
Q4 | $289K | Sell |
885
-839
| -49% | -$274K | 0.04% | 302 |
|
|
2024
Q3 | $401K | Buy |
1,724
+385
| +29% | +$89.6K | 0.06% | 204 |
|
|
2024
Q2 | $374K | Buy |
1,339
+175
| +15% | +$48.9K | 0.06% | 275 |
|
|
2024
Q1 | $308K | Buy |
+1,164
| New | +$308K | 0.06% | 284 |
|