ERIC
Eagle Rock Investment Company’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.76M | Sell |
18,022
-37
| -0.2% | -$13.9K | 1.07% | 25 |
|
|
2025
Q1 | $5.91M | Buy |
18,059
+25
| +0.1% | +$8.18K | 1.01% | 27 |
|
|
2024
Q4 | $5.89M | Sell |
18,034
-17
| -0.1% | -$5.55K | 0.98% | 27 |
|
|
2024
Q3 | $4.2M | Buy |
18,051
+3,320
| +23% | +$772K | 0.7% | 41 |
|
|
2024
Q2 | $4.11M | Sell |
14,731
-382
| -3% | -$107K | 0.74% | 42 |
|
|
2024
Q1 | $3.99M | Sell |
15,113
-197
| -1% | -$52K | 0.74% | 40 |
|
|
2023
Q4 | $3.48M | Sell |
15,310
-90
| -0.6% | -$20.5K | 0.71% | 42 |
|
|
2023
Q3 | $3.66M | Sell |
15,400
-10,687
| -41% | -$2.54M | 0.83% | 36 |
|
|
2023
Q2 | $5.89M | Buy |
26,087
+2,173
| +9% | +$491K | 1.27% | 23 |
|
|
2023
Q1 | $4.84M | Buy |
23,914
+12,838
| +116% | +$2.6M | 1.11% | 27 |
|
|
2022
Q4 | $2.44M | Sell |
11,076
-31
| -0.3% | -$6.84K | 0.56% | 52 |
|
|
2022
Q3 | $2.43M | Buy |
11,107
+115
| +1% | +$25.1K | 0.63% | 49 |
|
|
2022
Q2 | $2.03M | Sell |
10,992
-84
| -0.8% | -$15.5K | 0.5% | 51 |
|
|
2022
Q1 | $2.02M | Buy |
+11,076
| New | +$2.02M | 0.43% | 54 |
|