Dark Forest Capital Management’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 | $672K | Buy |
+1,793
| New | +$672K | 0.03% | 851 |
|
|
2024
Q4 | – | Sell |
-10,837
| Closed | -$2.52M | – | 1158 |
|
|
2024
Q3 | $2.52M | Buy |
+10,837
| New | +$2.52M | 0.32% | 53 |
|
|
2024
Q2 | – | Sell |
-2,063
| Closed | -$545K | – | 793 |
|
|
2024
Q1 | $545K | Buy |
+2,063
| New | +$545K | 0.09% | 253 |
|
|
2023
Q4 | – | Sell |
-15,625
| Closed | -$3.71M | – | 829 |
|
|
2023
Q3 | $3.71M | Buy |
15,625
+8,993
| +136% | +$2.14M | 0.29% | 24 |
|
|
2023
Q2 | $1.44M | Buy |
+6,632
| New | +$1.44M | 0.13% | 150 |
|
|
2023
Q1 | – | Sell |
-863
| Closed | -$187K | – | 1351 |
|
|
2022
Q4 | $187K | Sell |
863
-11,045
| -93% | -$2.39M | 0.05% | 272 |
|
|
2022
Q3 | $2.6M | Buy |
+11,908
| New | +$2.6M | 0.44% | 41 |
|
|
2021
Q4 | – | Sell |
-88
| Closed | -$14K | – | 1637 |
|
|
2021
Q3 | $14K | Sell |
88
-388
| -82% | -$61.7K | 0.01% | 914 |
|
|
2021
Q2 | $64K | Buy |
+476
| New | +$64K | 0.03% | 411 |
|