Diversified Trust’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 | $3.05M | Buy |
8,132
+1,782
| +28% | +$668K | 0.07% | 160 |
|
|
2025
Q1 | $2.08M | Buy |
6,350
+113
| +2% | +$37K | 0.05% | 210 |
|
|
2024
Q4 | $2.04M | Buy |
6,237
+25
| +0.4% | +$8.16K | 0.05% | 226 |
|
|
2024
Q3 | $1.45M | Buy |
+6,212
| New | +$1.45M | 0.04% | 285 |
|
|
2023
Q4 | – | Sell |
-925
| Closed | -$220K | – | 914 |
|
|
2023
Q3 | $220K | Buy |
+925
| New | +$220K | 0.01% | 719 |
|