Eagle Bay Advisors’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 | $233K | Sell |
622
-2
| -0.3% | -$750 | 0.19% | 95 |
|
|
2025
Q1 | $204K | Buy |
624
+13
| +2% | +$4.25K | 0.17% | 108 |
|
|
2024
Q4 | $200K | Sell |
611
-73
| -11% | -$23.8K | 0.13% | 112 |
|
|
2024
Q3 | $159K | Sell |
684
-70
| -9% | -$16.3K | 0.06% | 205 |
|
|
2024
Q2 | $211K | Sell |
754
-36
| -5% | -$10.1K | 0.13% | 115 |
|
|
2024
Q1 | $209K | Sell |
790
-228
| -22% | -$60.2K | 0.13% | 124 |
|
|
2023
Q4 | $232K | Buy |
1,018
+123
| +14% | +$28K | 0.15% | 118 |
|
|
2023
Q3 | $213K | Buy |
895
+345
| +63% | +$82K | 0.1% | 140 |
|
|
2023
Q2 | $120K | Sell |
550
-69
| -11% | -$15K | 0.07% | 180 |
|
|
2023
Q1 | $125K | Buy |
619
+71
| +13% | +$14.4K | 0.07% | 191 |
|
|
2022
Q4 | $118K | Sell |
548
-29
| -5% | -$6.27K | 0.07% | 199 |
|
|
2022
Q3 | $126K | Sell |
577
-216
| -27% | -$47.2K | 0.08% | 168 |
|
|
2022
Q2 | $146K | Buy |
793
+558
| +237% | +$103K | 0.09% | 144 |
|
|
2022
Q1 | $43K | Buy |
235
+226
| +2,511% | +$41.4K | 0.04% | 153 |
|
|
2021
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 986 |
|