Gillson Capital’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 | – | Sell |
-12,500
| Closed | -$4.09M | – | 92 |
|
|
2025
Q1 | $4.09M | Buy |
+12,500
| New | +$4.09M | 0.35% | 58 |
|
|
2023
Q2 | – | Sell |
-59,670
| Closed | -$12.1M | – | 105 |
|
|
2023
Q1 | $12.1M | Buy |
+59,670
| New | +$12.1M | 1% | 36 |
|
|
2022
Q3 | – | Sell |
-10,890
| Closed | -$2.01M | – | 171 |
|
|
2022
Q2 | $2.01M | Buy |
+10,890
| New | +$2.01M | 0.19% | 84 |
|
|
2022
Q1 | – | Sell |
-12,544
| Closed | -$2.01M | – | 248 |
|
|
2021
Q4 | $2.01M | Sell |
12,544
-48,540
| -79% | -$7.77M | 0.13% | 114 |
|
|
2021
Q3 | $9.58M | Buy |
+61,084
| New | +$9.58M | 0.7% | 47 |
|
|
2021
Q1 | – | Sell |
-69,267
| Closed | -$7.22M | – | 223 |
|
|
2020
Q4 | $7.22M | Buy |
+69,267
| New | +$7.22M | 0.79% | 51 |
|
|
2020
Q3 | – | Sell |
-196,728
| Closed | -$15.4M | – | 89 |
|
|
2020
Q2 | $15.4M | Sell |
196,728
-45,975
| -19% | -$3.6M | 2.77% | 6 |
|
|
2020
Q1 | $13.2M | Buy |
242,703
+159,960
| +193% | +$8.71M | 2.24% | 17 |
|
|
2019
Q4 | $7.63M | Buy |
82,743
+15,452
| +23% | +$1.43M | 0.66% | 46 |
|
|
2019
Q3 | $5.51M | Buy |
+67,291
| New | +$5.51M | 0.51% | 56 |
|