Future Fund LLC’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 | $1.88M | Buy |
5,004
+353
| +8% | +$132K | 0.84% | 27 |
|
|
2025
Q1 | $1.52M | Sell |
4,651
-539
| -10% | -$176K | 1.96% | 12 |
|
|
2024
Q4 | $1.69M | Hold |
5,190
| – | – | 4.84% | 4 |
|
|
2024
Q3 | $1.46M | Buy |
5,190
+898
| +21% | +$252K | 4.21% | 6 |
|
|
2024
Q2 | $1.21M | Buy |
4,292
+2,900
| +208% | +$818K | 3.04% | 11 |
|
|
2024
Q1 | $368K | Buy |
1,392
+138
| +11% | +$36.5K | 2.98% | 17 |
|
|
2023
Q4 | $285K | Sell |
1,254
-200
| -14% | -$45.5K | 0.79% | 24 |
|
|
2023
Q3 | $346K | Sell |
1,454
-155
| -10% | -$36.8K | 0.96% | 10 |
|
|
2023
Q2 | $350K | Buy |
1,609
+295
| +22% | +$64.1K | 3.33% | 15 |
|
|
2023
Q1 | $266K | Sell |
1,314
-135
| -9% | -$27.3K | 0.87% | 11 |
|
|
2022
Q4 | $313K | Buy |
1,449
+51
| +4% | +$11K | 1.07% | 11 |
|
|
2022
Q3 | $305K | Sell |
1,398
-52
| -4% | -$11.3K | 0.61% | 8 |
|
|
2022
Q2 | $267K | Sell |
1,450
-102
| -7% | -$18.8K | 0.61% | 12 |
|
|
2022
Q1 | $284K | Sell |
1,552
-758
| -33% | -$139K | 0.33% | 23 |
|
|
2021
Q4 | $370K | Buy |
+2,310
| New | +$370K | 0.32% | 26 |
|