Jump Financial’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
3,300
+2,291
| +227% | +$859K | 0.01% | 876 |
|
|
2025
Q1 | $330K | Buy |
+1,009
| New | +$330K | ﹤0.01% | 1246 |
|
|
2024
Q3 | – | Sell |
-11,706
| Closed | -$3.27M | – | 1909 |
|
|
2024
Q2 | $3.27M | Buy |
+11,706
| New | +$3.27M | 0.07% | 384 |
|
|
2023
Q1 | – | Sell |
-2,329
| Closed | -$503K | – | 1844 |
|
|
2022
Q4 | $503K | Buy |
+2,329
| New | +$503K | 0.03% | 767 |
|
|
2022
Q3 | – | Sell |
-2,917
| Closed | -$538K | – | 1787 |
|
|
2022
Q2 | $538K | Buy |
2,917
+1,060
| +57% | +$196K | 0.02% | 828 |
|
|
2022
Q1 | $339K | Buy |
+1,857
| New | +$339K | 0.01% | 1004 |
|