Genus 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 | $4.28M | Buy |
11,427
+1,332
| +13% | +$499K | 0.55% | 64 |
|
|
2025
Q1 | $3.3M | Buy |
+10,095
| New | +$3.3M | 0.48% | 70 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 127 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 129 |
|
|
2024
Q2 | – | Sell |
-2,180
| Closed | -$576K | – | 129 |
|
|
2024
Q1 | $576K | Buy |
+2,180
| New | +$576K | 0.07% | 152 |
|
|
2023
Q4 | – | Sell |
-2,500
| Closed | -$594K | – | 134 |
|
|
2023
Q3 | $594K | Hold |
2,500
| – | – | 0.09% | 142 |
|
|
2023
Q2 | $544K | Buy |
+2,500
| New | +$544K | 0.08% | 154 |
|