Hexagon Capital Partners’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
Q2
Sell
-225
Closed -$73.6K 1010
2025
Q1
$73.6K Sell
225
-16
-7% -$5.57K 0.01% 378
2024
Q4
$78.7K Buy
+241
New +$71.3K 0.01% 377
2024
Q3
Sell
-9
Closed -$2.51K 1609
2024
Q2
$2.51K Hold
9
﹤0.01% 1130
2024
Q1
$2.38K Hold
9
﹤0.01% 1128
2023
Q4
$2.05K Hold
9
﹤0.01% 1122
2023
Q3
$2.14K Hold
9
﹤0.01% 1057
2023
Q2
$1.96K Buy
9
+8
+800% +$1.6K ﹤0.01% 1079
2023
Q1
$202 Sell
1
-4
-80% -$914 ﹤0.01% 1354
2022
Q4
$1.08K Buy
+5
New +$1.17K ﹤0.01% 1196

Other funds holding LPLA