Lighthouse Investment Partners’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 | – | Sell |
-30,279
| Closed | -$9.91M | – | 608 |
|
|
2025
Q1 | $9.91M | Sell |
30,279
-12,708
| -30% | -$4.16M | 0.41% | 67 |
|
|
2024
Q4 | $14M | Buy |
+42,987
| New | +$14M | 0.46% | 49 |
|
|
2023
Q4 | – | Sell |
-864
| Closed | -$205K | – | 353 |
|
|
2023
Q3 | $205K | Sell |
864
-570
| -40% | -$135K | 0.01% | 287 |
|
|
2023
Q2 | $312K | Buy |
+1,434
| New | +$312K | 0.02% | 232 |
|
|
2023
Q1 | – | Sell |
-2,022
| Closed | -$437K | – | 321 |
|
|
2022
Q4 | $437K | Buy |
+2,022
| New | +$437K | 0.05% | 169 |
|