Graham 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,946
| Closed | -$918K | – | 1344 |
|
|
2024
Q3 | $918K | Buy |
+3,946
| New | +$918K | 0.02% | 455 |
|
|
2023
Q2 | – | Sell |
-1,345
| Closed | -$272K | – | 1144 |
|
|
2023
Q1 | $272K | Sell |
1,345
-10,730
| -89% | -$2.17M | 0.01% | 891 |
|
|
2022
Q4 | $2.61M | Buy |
12,075
+10,972
| +995% | +$2.37M | 0.08% | 175 |
|
|
2022
Q3 | $240K | Buy |
+1,103
| New | +$240K | 0.01% | 953 |
|