GCM
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Greenland Capital Management’s LPL Financial LPLA Stock Holding History

Greenland Capital Management’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
2026
Q1 		$782K Sell
2,600
-300
-10% -$101K 0.1% 166
2025
Q4 		$1.04M Buy
+2,900
New +$1.03M 0.11% 188
2024
Q4 		– Sell
-916
Closed -$213K – 415
2024
Q3 		$213K Buy
+916
New +$206K 0.03% 303
2023
Q2 		– Sell
-4,004
Closed -$810K – 339
2023
Q1 		$810K Buy
+4,004
New +$915K 0.09% 216

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