IB
Intrust Bank’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
747
-31
| -4% | -$11.6K | 0.02% | 349 |
|
|
2025
Q1 | $255K | Sell |
778
-26
| -3% | -$8.51K | 0.03% | 342 |
|
|
2024
Q4 | $263K | Buy |
+804
| New | +$263K | 0.03% | 343 |
|
|
2024
Q3 | – | Sell |
-915
| Closed | -$256K | – | 386 |
|
|
2024
Q2 | $256K | Sell |
915
-34
| -4% | -$9.5K | 0.03% | 346 |
|
|
2024
Q1 | $251K | Sell |
949
-25
| -3% | -$6.61K | 0.03% | 357 |
|
|
2023
Q4 | $222K | Sell |
974
-101
| -9% | -$23K | 0.03% | 362 |
|
|
2023
Q3 | $255K | Sell |
1,075
-106
| -9% | -$25.2K | 0.03% | 329 |
|
|
2023
Q2 | $257K | Sell |
1,181
-250
| -17% | -$54.4K | 0.03% | 343 |
|
|
2023
Q1 | $290K | Sell |
1,431
-183
| -11% | -$37K | 0.04% | 315 |
|
|
2022
Q4 | $349K | Sell |
1,614
-459
| -22% | -$99.2K | 0.05% | 282 |
|
|
2022
Q3 | $453K | Buy |
2,073
+287
| +16% | +$62.7K | 0.07% | 235 |
|
|
2022
Q2 | $330K | Buy |
1,786
+564
| +46% | +$104K | 0.05% | 286 |
|
|
2022
Q1 | $223K | Buy |
+1,222
| New | +$223K | 0.03% | 357 |
|