Hexagon Capital Partners’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 | – | Sell |
-225
| Closed | -$73.6K | – | 1013 |
|
|
2025
Q1 | $73.6K | Sell |
225
-16
| -7% | -$5.23K | 0.01% | 378 |
|
|
2024
Q4 | $78.7K | Buy |
+241
| New | +$78.7K | 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% | +$1.74K | ﹤0.01% | 1079 |
|
|
2023
Q1 | $202 | Sell |
1
-4
| -80% | -$808 | ﹤0.01% | 1352 |
|
|
2022
Q4 | $1.08K | Buy |
+5
| New | +$1.08K | ﹤0.01% | 1196 |
|