IP
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Interval Partners’s LPL Financial LPLA Stock Holding History

Interval Partners’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-26,900
Closed -$9.61M – 345
2025
Q4 		$9.61M Buy
+26,900
New +$9.51M 0.22% 144
2025
Q2 		– Sell
-16,000
Closed -$5.23M – 460
2025
Q1 		$5.23M Buy
+16,000
New +$5.57M 0.19% 165
2022
Q4 		– Sell
-10,000
Closed -$2.19M – 297
2022
Q3 		$2.19M Sell
10,000
-10,000
-50% -$2.13M 0.13% 193
2022
Q2 		$3.69M Sell
20,000
-1,700
-8% -$323K 0.26% 136
2022
Q1 		$3.96M Buy
21,700
+6,700
+45% +$1.17M 0.3% 132
2021
Q4 		$2.4M Hold
15,000
– – 0.16% 174
2021
Q3 		$2.35M Sell
15,000
-10,000
-40% -$1.44M 0.14% 202
2021
Q2 		$3.38M Buy
+25,000
New +$3.64M 0.2% 166

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