Fiduciary Trust’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 | $1.25M | Buy |
3,325
+889
| +36% | +$333K | 0.02% | 362 |
|
|
2025
Q1 | $797K | Buy |
2,436
+576
| +31% | +$188K | 0.01% | 434 |
|
|
2024
Q4 | $607K | Buy |
1,860
+127
| +7% | +$41.5K | 0.01% | 453 |
|
|
2024
Q3 | $403K | Sell |
1,733
-293
| -14% | -$68.2K | 0.01% | 509 |
|
|
2024
Q2 | $566K | Buy |
2,026
+588
| +41% | +$164K | 0.01% | 430 |
|
|
2024
Q1 | $380K | Buy |
+1,438
| New | +$380K | 0.01% | 512 |
|