Group One Trading’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 | $24K | Buy |
+64
| New | +$24K | ﹤0.01% | 1415 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 2896 |
|
|
2024
Q4 | – | Sell |
-140
| Closed | -$32.6K | – | 2841 |
|
|
2024
Q3 | $32.6K | Buy |
+140
| New | +$32.6K | ﹤0.01% | 1088 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2544 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2607 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2704 |
|
|
2023
Q3 | – | Sell |
-70
| Closed | -$15.2K | – | 2724 |
|
|
2023
Q2 | $15.2K | Sell |
70
-3,231
| -98% | -$703K | ﹤0.01% | 1251 |
|
|
2023
Q1 | $668K | Buy |
3,301
+3,119
| +1,714% | +$631K | ﹤0.01% | 394 |
|
|
2022
Q4 | $39.3K | Buy |
+182
| New | +$39.3K | ﹤0.01% | 1154 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2670 |
|
|
2022
Q2 | – | Sell |
-4,378
| Closed | -$800K | – | 2708 |
|
|
2022
Q1 | $800K | Buy |
4,378
+3,578
| +447% | +$654K | ﹤0.01% | 602 |
|
|
2021
Q4 | $128K | Buy |
+800
| New | +$128K | ﹤0.01% | 1320 |
|
|
2021
Q3 | – | Sell |
-5
| Closed | -$1K | – | 2696 |
|
|
2021
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1921 |
|
|
2021
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1779 |
|
|
2020
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1580 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2078 |
|
|
2020
Q2 | – | Sell |
-2,758
| Closed | -$150K | – | 1891 |
|
|
2020
Q1 | $150K | Buy |
+2,758
| New | +$150K | ﹤0.01% | 599 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1821 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1776 |
|
|
2019
Q2 | – | Sell |
-301
| Closed | -$21K | – | 1693 |
|
|
2019
Q1 | $21K | Sell |
301
-459
| -60% | -$32K | ﹤0.01% | 905 |
|
|
2018
Q4 | $46K | Sell |
760
-1,773
| -70% | -$107K | ﹤0.01% | 905 |
|
|
2018
Q3 | $163K | Buy |
2,533
+1,234
| +95% | +$79.4K | ﹤0.01% | 704 |
|
|
2018
Q2 | $85K | Sell |
1,299
-316
| -20% | -$20.7K | ﹤0.01% | 835 |
|
|
2018
Q1 | $99K | Buy |
+1,615
| New | +$99K | ﹤0.01% | 750 |
|
|
2017
Q4 | – | Sell |
-199
| Closed | -$10K | – | 1678 |
|
|
2017
Q3 | $10K | Sell |
199
-1,000
| -83% | -$50.3K | ﹤0.01% | 1121 |
|
|
2017
Q2 | $51K | Buy |
+1,199
| New | +$51K | ﹤0.01% | 887 |
|
|
2017
Q1 | – | Sell |
-7,396
| Closed | -$260K | – | 1569 |
|
|
2016
Q4 | $260K | Buy |
7,396
+6,596
| +825% | +$232K | ﹤0.01% | 495 |
|
|
2016
Q3 | $24K | Buy |
+800
| New | +$24K | ﹤0.01% | 885 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1482 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1490 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1669 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 1751 |
|
|
2014
Q2 | – | Sell |
-762
| Closed | -$40K | – | 1734 |
|
|
2014
Q1 | $40K | Buy |
+762
| New | +$40K | ﹤0.01% | 970 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 1727 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 1679 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 1596 |
|