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
Q3 | – | Sell |
-1,420
| Closed | -$532K | – | 443 |
|
|
2025
Q2 | $532K | Hold |
1,420
| – | – | 0.04% | 259 |
|
|
2025
Q1 | $465K | Hold |
1,420
| – | – | 0.04% | 263 |
|
|
2024
Q4 | $464K | Sell |
1,420
-3,368
| -70% | -$996K | 0.04% | 276 |
|
|
2024
Q3 | $1.11M | Buy |
4,788
+1,420
| +42% | +$320K | 0.11% | 170 |
|
|
2024
Q2 | $941K | Hold |
3,368
| – | – | 0.1% | 182 |
|
|
2024
Q1 | $890K | Hold |
3,368
| – | – | 0.09% | 197 |
|
|
2023
Q4 | $767K | Hold |
3,368
| – | – | 0.08% | 223 |
|
|
2023
Q3 | $800K | Sell |
3,368
-218
| -6% | -$50.6K | 0.09% | 201 |
|
|
2023
Q2 | $780K | Buy |
3,586
+1,500
| +72% | +$300K | 0.09% | 209 |
|
|
2023
Q1 | $422K | Hold |
2,086
| – | – | 0.05% | 274 |
|
|
2022
Q4 | $451K | Sell |
2,086
-376
| -15% | -$87.9K | 0.06% | 266 |
|
|
2022
Q3 | $538K | Hold |
2,462
| – | – | 0.09% | 245 |
|
|
2022
Q2 | $454K | Hold |
2,462
| – | – | 0.11% | 225 |
|
|
2022
Q1 | $450K | Hold |
2,462
| – | – | 0.09% | 244 |
|
|
2021
Q4 | $394K | Sell |
2,462
-17,853
| -88% | -$2.95M | 0.08% | 279 |
|
|
2021
Q3 | $3.19M | Sell |
20,315
-4,284
| -17% | -$615K | 0.7% | 23 |
|
|
2021
Q2 | $3.32M | Sell |
24,599
-1,360
| -5% | -$198K | 0.6% | 30 |
|
|
2021
Q1 | $3.69M | Sell |
25,959
-589
| -2% | -$75.2K | 0.67% | 22 |
|
|
2020
Q4 | $2.77M | Buy |
26,548
+43
| +0.2% | +$3.86K | 0.59% | 29 |
|
|
2020
Q3 | $2.03M | Sell |
26,505
-5,124
| -16% | -$407K | 0.54% | 33 |
|
|
2020
Q2 | $2.48M | Sell |
31,629
-4,286
| -12% | -$286K | 0.63% | 21 |
|
|
2020
Q1 | $1.96M | Sell |
35,915
-980
| -3% | -$79K | 0.6% | 22 |
|
|
2019
Q4 | $3.4M | Sell |
36,895
-5,285
| -13% | -$454K | 0.64% | 19 |
|
|
2019
Q3 | $3.46M | Sell |
42,180
-1,495
| -3% | -$120K | 0.76% | 17 |
|
|
2019
Q2 | $3.56M | Buy |
43,675
+2,203
| +5% | +$174K | 0.74% | 21 |
|
|
2019
Q1 | $2.89M | Sell |
41,472
-6,048
| -13% | -$436K | 0.61% | 25 |
|
|
2018
Q4 | $2.9M | Buy |
47,520
+5,001
| +12% | +$305K | 0.69% | 17 |
|
|
2018
Q3 | $2.74M | Buy |
42,519
+9,219
| +28% | +$611K | 0.54% | 29 |
|
|
2018
Q2 | $2.18M | Buy |
33,300
+12,900
| +63% | +$848K | 0.45% | 43 |
|
|
2018
Q1 | $1.25M | Buy |
20,400
+354
| +2% | +$21.9K | 0.26% | 131 |
|
|
2017
Q4 | $1.15M | Sell |
20,046
-2,400
| -11% | -$126K | 0.32% | 98 |
|
|
2017
Q3 | $1.16M | Sell |
22,446
-23,154
| -51% | -$1.07M | 0.33% | 100 |
|
|
2017
Q2 | $1.94M | Buy |
45,600
+11,490
| +34% | +$466K | 0.48% | 42 |
|
|
2017
Q1 | $1.36M | Buy |
+34,110
| New | +$1.34M | 0.32% | 104 |
|
|
2014
Q3 | – | Sell |
-63,880
| Closed | -$3.18M | – | 614 |
|
|
2014
Q2 | $3.18M | Sell |
63,880
-121,533
| -66% | -$5.89M | 0.35% | 113 |
|
|
2014
Q1 | $9.74M | Sell |
185,413
-900
| -0.5% | -$47.5K | 1.11% | 5 |
|
|
2013
Q4 | $8.77M | Buy |
186,313
+2,766
| +2% | +$116K | 1.06% | 6 |
|
|
2013
Q3 | $7.03M | Buy |
183,547
+27,870
| +18% | +$1.07M | 0.9% | 11 |
|
|
2013
Q2 | $5.88M | Buy |
+155,677
| New | +$5.57M | 0.81% | 15 |
|
Other funds holding LPLA
LPC
