Jacobi Capital Management’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 | $249K | Sell |
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|
2025
Q1 | $226K | Hold |
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|
2024
Q4 | $226K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $148K | Hold |
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|
2021
Q2 | $127K | Buy |
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|
2021
Q1 | $114K | Buy |
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|
2020
Q4 | $82K | Hold |
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|
2020
Q3 | $60K | Hold |
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|
2020
Q2 | $62K | Buy |
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|
2020
Q1 | $17K | Hold |
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|
2019
Q4 | $29K | Buy |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $9K | Hold |
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|
2019
Q1 | $8K | Hold |
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|
2018
Q4 | $7K | Hold |
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|
2018
Q3 | $7K | Hold |
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|
2018
Q2 | $8K | Buy |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $6K | Hold |
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|
2017
Q3 | $5K | Buy |
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