Great Diamond Partners’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 | $205K | Sell |
546
-68
| -11% | -$25.5K | 0.04% | 219 |
|
|
2025
Q1 | $201K | Sell |
614
-35
| -5% | -$11.5K | 0.05% | 177 |
|
|
2024
Q4 | $212K | Buy |
+649
| New | +$212K | 0.05% | 178 |
|
|
2024
Q3 | – | Sell |
-1,316
| Closed | -$368K | – | 211 |
|
|
2024
Q2 | $368K | Sell |
1,316
-95
| -7% | -$26.5K | 0.09% | 150 |
|
|
2024
Q1 | $373K | Buy |
1,411
+5
| +0.4% | +$1.32K | 0.09% | 153 |
|
|
2023
Q4 | $320K | Sell |
1,406
-121
| -8% | -$27.5K | 0.08% | 171 |
|
|
2023
Q3 | $363K | Buy |
1,527
+360
| +31% | +$85.6K | 0.1% | 151 |
|
|
2023
Q2 | $254K | Sell |
1,167
-4
| -0.3% | -$870 | 0.07% | 193 |
|
|
2023
Q1 | $237K | Sell |
1,171
-5
| -0.4% | -$1.01K | 0.07% | 198 |
|
|
2022
Q4 | $254K | Sell |
1,176
-15
| -1% | -$3.24K | 0.08% | 183 |
|
|
2022
Q3 | $260K | Sell |
1,191
-2
| -0.2% | -$437 | 0.09% | 170 |
|
|
2022
Q2 | $220K | Sell |
1,193
-311
| -21% | -$57.4K | 0.07% | 196 |
|
|
2022
Q1 | $274K | Buy |
1,504
+29
| +2% | +$5.28K | 0.08% | 183 |
|
|
2021
Q4 | $236K | Buy |
1,475
+32
| +2% | +$5.12K | 0.06% | 194 |
|
|
2021
Q3 | $226K | Buy |
+1,443
| New | +$226K | 0.06% | 192 |
|
|
2021
Q2 | – | Sell |
-1,470
| Closed | -$208K | – | 198 |
|
|
2021
Q1 | $208K | Buy |
+1,470
| New | +$208K | 0.06% | 193 |
|