GDP
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Great Diamond Partners’s LPL Financial LPLA Stock Holding History

Great Diamond Partners’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-546
Closed -$205K – 234
2025
Q2 		$205K Sell
546
-68
-11% -$23.8K 0.04% 219
2025
Q1 		$201K Sell
614
-35
-5% -$12.2K 0.05% 177
2024
Q4 		$212K Buy
+649
New +$192K 0.05% 178
2024
Q3 		– Sell
-1,316
Closed -$368K – 211
2024
Q2 		$368K Sell
1,316
-95
-7% -$25.8K 0.09% 150
2024
Q1 		$373K Buy
1,411
+5
+0.4% +$1.26K 0.09% 153
2023
Q4 		$320K Sell
1,406
-121
-8% -$27.2K 0.08% 171
2023
Q3 		$363K Buy
1,527
+360
+31% +$83.6K 0.1% 151
2023
Q2 		$254K Sell
1,167
-4
-0.3% -$801 0.07% 193
2023
Q1 		$237K Sell
1,171
-5
-0.4% -$1.14K 0.07% 198
2022
Q4 		$254K Sell
1,176
-15
-1% -$3.51K 0.08% 183
2022
Q3 		$260K Sell
1,191
-2
-0.2% -$425 0.09% 170
2022
Q2 		$220K Sell
1,193
-311
-21% -$59.1K 0.07% 196
2022
Q1 		$274K Buy
1,504
+29
+2% +$5.05K 0.08% 183
2021
Q4 		$236K Buy
1,475
+32
+2% +$5.28K 0.06% 194
2021
Q3 		$226K Buy
+1,443
New +$207K 0.06% 192
2021
Q2 		– Sell
-1,470
Closed -$208K – 198
2021
Q1 		$208K Buy
+1,470
New +$188K 0.06% 193

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LPC
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return