DGS Capital Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $589K | Buy |
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|
2025
Q3 | $526K | Buy |
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|
2025
Q2 | $577K | Buy |
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|
2025
Q1 | $440K | Buy |
|
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|
2024
Q4 | $405K | Sell |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $421K | Sell |
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|
2024
Q1 | $429K | Buy |
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|
2023
Q4 | $360K | Sell |
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|
2023
Q3 | $388K | Buy |
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|
2023
Q2 | $318K | Buy |
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|
2023
Q1 | $266K | Buy |
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|
2022
Q4 | $248K | Sell |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $205K | Buy |
|