Harvest Fund Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $0 | Hold |
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|
2025
Q2 | $0 | Sell |
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|
2025
Q1 | $688K | Buy |
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|
2024
Q4 | $573K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $894K | Buy |
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|
2024
Q1 | $132K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $65K | Buy |
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|
2023
Q2 | $7K | Hold |
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|
2023
Q1 | $7K | Hold |
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|
2022
Q4 | $7K | Sell |
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|
2022
Q3 | $142K | Hold |
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|
2022
Q2 | $120K | Hold |
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|
2022
Q1 | $118K | Buy |
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|
2021
Q4 | $2K | Sell |
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|
2021
Q3 | $39K | Hold |
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|
2021
Q2 | $35K | Sell |
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|
2021
Q1 | $70K | Buy |
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|
2020
Q4 | $38K | Buy |
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|
2020
Q3 | $15K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $59K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $58K | Buy |
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|
2018
Q2 | $24K | Buy |
|