Gables 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 | $150K | Hold |
400
| – | – | 0.07% | 140 |
|
|
2025
Q1 | $131K | Hold |
400
| – | – | 0.06% | 151 |
|
|
2024
Q4 | $131K | Hold |
400
| – | – | 0.06% | 149 |
|
|
2024
Q3 | $93.1K | Hold |
400
| – | – | 0.05% | 169 |
|
|
2024
Q2 | $112K | Hold |
400
| – | – | 0.06% | 149 |
|
|
2024
Q1 | $106K | Hold |
400
| – | – | 0.06% | 151 |
|
|
2023
Q4 | $91K | Hold |
400
| – | – | 0.06% | 156 |
|
|
2023
Q3 | $95.1K | Hold |
400
| – | – | 0.07% | 148 |
|
|
2023
Q2 | $87K | Hold |
400
| – | – | 0.06% | 157 |
|
|
2023
Q1 | $81K | Hold |
400
| – | – | 0.06% | 157 |
|
|
2022
Q4 | $86.5K | Hold |
400
| – | – | 0.06% | 155 |
|
|
2022
Q3 | $87K | Hold |
400
| – | – | 0.07% | 151 |
|
|
2022
Q2 | $74K | Hold |
400
| – | – | 0.06% | 169 |
|
|
2022
Q1 | $73K | Hold |
400
| – | – | 0.05% | 185 |
|
|
2021
Q4 | $64K | Hold |
400
| – | – | 0.04% | 184 |
|
|
2021
Q3 | $63K | Hold |
400
| – | – | 0.04% | 183 |
|
|
2021
Q2 | $54K | Hold |
400
| – | – | 0.04% | 194 |
|
|
2021
Q1 | $57K | Buy |
400
+88
| +28% | +$12.5K | 0.03% | 207 |
|
|
2020
Q4 | $33K | Hold |
312
| – | – | 0.02% | 235 |
|
|
2020
Q3 | $24K | Hold |
312
| – | – | 0.02% | 253 |
|
|
2020
Q2 | $24K | Hold |
312
| – | – | 0.02% | 241 |
|
|
2020
Q1 | $17K | Buy |
+312
| New | +$17K | 0.01% | 259 |
|