EFG Asset Management’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 | $2.22M | Buy |
5,921
+2,896
| +96% | +$1.09M | 0.31% | 134 |
|
|
2025
Q1 | $990K | Buy |
+3,025
| New | +$990K | 0.16% | 170 |
|
|
2024
Q1 | – | Sell |
-15,304
| Closed | -$3.48M | – | 194 |
|
|
2023
Q4 | $3.48M | Sell |
15,304
-6,667
| -30% | -$1.52M | 0.66% | 54 |
|
|
2023
Q3 | $5.22M | Sell |
21,971
-1,295
| -6% | -$308K | 1.24% | 16 |
|
|
2023
Q2 | $5.06M | Buy |
23,266
+605
| +3% | +$131K | 1.09% | 20 |
|
|
2023
Q1 | $4.59M | Buy |
22,661
+4,209
| +23% | +$852K | 1.01% | 32 |
|
|
2022
Q4 | $3.96M | Buy |
18,452
+1,726
| +10% | +$371K | 0.89% | 36 |
|
|
2022
Q3 | $3.65M | Buy |
+16,726
| New | +$3.65M | 0.84% | 42 |
|