Elgethun Capital 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 | $185K | Hold |
493
| – | – | 0.04% | 131 |
|
|
2025
Q1 | $161K | Hold |
493
| – | – | 0.04% | 136 |
|
|
2024
Q4 | $161K | Hold |
493
| – | – | 0.04% | 133 |
|
|
2024
Q3 | $115K | Sell |
493
-465
| -49% | -$108K | 0.03% | 145 |
|
|
2024
Q2 | $268K | Hold |
958
| – | – | 0.07% | 102 |
|
|
2024
Q1 | $255K | Hold |
958
| – | – | 0.06% | 110 |
|
|
2023
Q4 | $218K | Hold |
958
| – | – | 0.06% | 110 |
|
|
2023
Q3 | $229K | Hold |
958
| – | – | 0.07% | 104 |
|
|
2023
Q2 | $208K | Hold |
958
| – | – | 0.06% | 112 |
|
|
2023
Q1 | $192K | Hold |
958
| – | – | 0.06% | 116 |
|
|
2022
Q4 | $207K | Hold |
958
| – | – | 0.07% | 110 |
|
|
2022
Q3 | $209K | Buy |
+958
| New | +$209K | 0.08% | 102 |
|