Eagle Rock Investment Company’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
Q2 | $6.76M | Sell |
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|
2025
Q1 | $5.91M | Buy |
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|
2024
Q4 | $5.89M | Sell |
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|
2024
Q3 | $4.2M | Buy |
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|
2024
Q2 | $4.11M | Sell |
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|
2024
Q1 | $3.99M | Sell |
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|
2023
Q4 | $3.48M | Sell |
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|
2023
Q3 | $3.66M | Sell |
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|
2023
Q2 | $5.89M | Buy |
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|
2023
Q1 | $4.84M | Buy |
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|
2022
Q4 | $2.44M | Sell |
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|
2022
Q3 | $2.43M | Buy |
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|
2022
Q2 | $2.03M | Sell |
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|
2022
Q1 | $2.02M | Buy |
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