Gillson Capital’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $4.09M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $12.1M | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.01M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.01M | Sell |
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|
2021
Q3 | $9.58M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $7.22M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $15.4M | Sell |
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|
2020
Q1 | $13.2M | Buy |
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|
2019
Q4 | $7.63M | Buy |
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|
2019
Q3 | $5.51M | Buy |
|