Elgethun Capital Management’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
Q3 | $161K | Hold |
|
|||||
|
2025
Q2 | $185K | Hold |
|
|||||
|
2025
Q1 | $161K | Hold |
|
|||||
|
2024
Q4 | $161K | Hold |
|
|||||
|
2024
Q3 | $115K | Sell |
|
|||||
|
2024
Q2 | $268K | Hold |
|
|||||
|
2024
Q1 | $255K | Hold |
|
|||||
|
2023
Q4 | $218K | Hold |
|
|||||
|
2023
Q3 | $229K | Hold |
|
|||||
|
2023
Q2 | $208K | Hold |
|
|||||
|
2023
Q1 | $192K | Hold |
|
|||||
|
2022
Q4 | $207K | Hold |
|
|||||
|
2022
Q3 | $209K | Buy |
|