LBP AM’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 | $9.21M | Buy |
24,571
+2,598
| +12% | +$974K | 0.13% | 133 |
|
|
2025
Q1 | $7.19M | Buy |
+21,973
| New | +$7.19M | 0.11% | 156 |
|
|
2023
Q4 | – | Sell |
-5,441
| Closed | -$1.29M | – | 457 |
|
|
2023
Q3 | $1.29M | Sell |
5,441
-1,715
| -24% | -$408K | 0.03% | 330 |
|
|
2023
Q2 | $1.56M | Sell |
7,156
-4,584
| -39% | -$997K | 0.04% | 282 |
|
|
2023
Q1 | $2.38M | Sell |
11,740
-958
| -8% | -$194K | 0.06% | 260 |
|
|
2022
Q4 | $2.74M | Buy |
+12,698
| New | +$2.74M | 0.08% | 233 |
|