HM Payson & Co’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.5M | Sell |
7,635
-177
| -2% | -$57.9K | 0.04% | 143 |
|
|
2024
Q4 | $2.55M | Sell |
7,812
-689
| -8% | -$225K | 0.04% | 136 |
|
|
2024
Q3 | $1.98M | Sell |
8,501
-198,974
| -96% | -$46.3M | 0.03% | 157 |
|
|
2024
Q2 | $57.9M | Buy |
207,475
+12,347
| +6% | +$3.45M | 1.05% | 34 |
|
|
2024
Q1 | $51.6M | Buy |
195,128
+99,987
| +105% | +$26.4M | 0.96% | 36 |
|
|
2023
Q4 | $21.7M | Sell |
95,141
-133,792
| -58% | -$30.5M | 0.45% | 53 |
|
|
2023
Q3 | $54.4M | Buy |
+228,933
| New | +$54.4M | 1.28% | 24 |
|
|
2022
Q4 | – | Sell |
-50
| Closed | -$11K | – | 976 |
|
|
2022
Q3 | $11K | Hold |
50
| – | – | ﹤0.01% | 773 |
|
|
2022
Q2 | $9K | Buy |
+50
| New | +$9K | ﹤0.01% | 824 |
|