Heron Bay Capital 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 | $26.5M | Sell |
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|
2025
Q2 | $30.9M | Sell |
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|
2025
Q1 | $27.6M | Sell |
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|
2024
Q4 | $27.9M | Sell |
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|
2024
Q3 | $22.4M | Buy |
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|
2024
Q2 | $25.1M | Sell |
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|
2024
Q1 | $23.8M | Sell |
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|
2023
Q4 | $21.5M | Sell |
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|
2023
Q3 | $22.5M | Buy |
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|
2023
Q2 | $20.5M | Buy |
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|
2023
Q1 | $14.4M | Buy |
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|
2022
Q4 | $6.8M | Buy |
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|
2022
Q3 | $3.97M | Buy |
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|
2022
Q2 | $3.16M | Sell |
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|
2022
Q1 | $4.44M | Buy |
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|
2021
Q4 | $2.33M | Buy |
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|
2021
Q3 | $2.17M | Buy |
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|
2021
Q2 | $1.8M | Buy |
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|
2021
Q1 | $1.73M | Buy |
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|
2020
Q4 | $1.25M | Buy |
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