Edgestream Partners’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 | $6.94M | Buy |
18,507
+8,449
| +84% | +$3.17M | 0.19% | 198 |
|
|
2025
Q1 | $3.29M | Buy |
+10,058
| New | +$3.29M | 0.11% | 350 |
|
|
2024
Q2 | – | Sell |
-4,944
| Closed | -$1.31M | – | 959 |
|
|
2024
Q1 | $1.31M | Buy |
+4,944
| New | +$1.31M | 0.07% | 443 |
|
|
2023
Q4 | – | Sell |
-1,355
| Closed | -$322K | – | 964 |
|
|
2023
Q3 | $322K | Buy |
+1,355
| New | +$322K | 0.03% | 692 |
|
|
2023
Q2 | – | Sell |
-1,988
| Closed | -$402K | – | 820 |
|
|
2023
Q1 | $402K | Buy |
1,988
+1,034
| +108% | +$209K | 0.04% | 435 |
|
|
2022
Q4 | $206K | Sell |
954
-966
| -50% | -$209K | 0.02% | 480 |
|
|
2022
Q3 | $419K | Buy |
+1,920
| New | +$419K | 0.03% | 362 |
|
|
2022
Q2 | – | Sell |
-2,145
| Closed | -$392K | – | 580 |
|
|
2022
Q1 | $392K | Buy |
+2,145
| New | +$392K | 0.03% | 454 |
|
|
2021
Q4 | – | Sell |
-5,501
| Closed | -$862K | – | 543 |
|
|
2021
Q3 | $862K | Sell |
5,501
-3,958
| -42% | -$620K | 0.05% | 337 |
|
|
2021
Q2 | $1.28M | Buy |
+9,459
| New | +$1.28M | 0.08% | 272 |
|