Hutchens & Kramer Investment Management Group’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 | $311K | Sell |
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|
2025
Q1 | $314K | Buy |
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|
2024
Q4 | $313K | Buy |
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|
2024
Q3 | $208K | Buy |
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|
2024
Q2 | $248K | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $220K | Buy |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $220K | Sell |
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|
2022
Q3 | $334K | Sell |
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|
2022
Q2 | $303K | Sell |
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|
2022
Q1 | $320K | Hold |
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|
2021
Q4 | $326K | Buy |
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