Globeflex 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 | $532K | Hold |
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|
2025
Q1 | $465K | Hold |
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|
2024
Q4 | $464K | Sell |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $941K | Hold |
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|
2024
Q1 | $890K | Hold |
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|
2023
Q4 | $767K | Hold |
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|
2023
Q3 | $800K | Sell |
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|
2023
Q2 | $780K | Buy |
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|
2023
Q1 | $422K | Hold |
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|
2022
Q4 | $451K | Sell |
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|
2022
Q3 | $538K | Hold |
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|
2022
Q2 | $454K | Hold |
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|
2022
Q1 | $450K | Hold |
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|
2021
Q4 | $394K | Sell |
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|
2021
Q3 | $3.19M | Sell |
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|
2021
Q2 | $3.32M | Sell |
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|
2021
Q1 | $3.69M | Sell |
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|
2020
Q4 | $2.77M | Buy |
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|
2020
Q3 | $2.03M | Sell |
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|
2020
Q2 | $2.48M | Sell |
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|
2020
Q1 | $1.96M | Sell |
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|
2019
Q4 | $3.4M | Sell |
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|
2019
Q3 | $3.46M | Sell |
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|
2019
Q2 | $3.56M | Buy |
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|
2019
Q1 | $2.89M | Sell |
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|
2018
Q4 | $2.9M | Buy |
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|
2018
Q3 | $2.74M | Buy |
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|
2018
Q2 | $2.18M | Buy |
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|
2018
Q1 | $1.25M | Buy |
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|
2017
Q4 | $1.15M | Sell |
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|
2017
Q3 | $1.16M | Sell |
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|
2017
Q2 | $1.94M | Buy |
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|
2017
Q1 | $1.36M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $3.18M | Sell |
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|
2014
Q1 | $9.74M | Sell |
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|
2013
Q4 | $8.77M | Buy |
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|
2013
Q3 | $7.03M | Buy |
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|
2013
Q2 | $5.88M | Buy |
|