LPL Financial’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Buy |
42,687
+7,004
| +20% | +$121K | ﹤0.01% | 3982 |
|
|
2025
Q1 | $689K | Buy |
35,683
+10,295
| +41% | +$199K | ﹤0.01% | 3818 |
|
|
2024
Q4 | $500K | Sell |
25,388
-126
| -0.5% | -$2.48K | ﹤0.01% | 4025 |
|
|
2024
Q3 | $485K | Buy |
25,514
+3,231
| +14% | +$61.5K | ﹤0.01% | 3955 |
|
|
2024
Q2 | $389K | Sell |
22,283
-9,076
| -29% | -$158K | ﹤0.01% | 3999 |
|
|
2024
Q1 | $532K | Sell |
31,359
-7,974
| -20% | -$135K | ﹤0.01% | 3684 |
|
|
2023
Q4 | $682K | Buy |
39,333
+1,876
| +5% | +$32.5K | ﹤0.01% | 3364 |
|
|
2023
Q3 | $607K | Buy |
37,457
+3,248
| +9% | +$52.7K | ﹤0.01% | 3290 |
|
|
2023
Q2 | $586K | Buy |
34,209
+2,582
| +8% | +$44.3K | ﹤0.01% | 3276 |
|
|
2023
Q1 | $546K | Sell |
31,627
-2,729
| -8% | -$47.1K | ﹤0.01% | 3234 |
|
|
2022
Q4 | $628K | Buy |
34,356
+803
| +2% | +$14.7K | ﹤0.01% | 3038 |
|
|
2022
Q3 | $629K | Sell |
33,553
-1,970
| -6% | -$36.9K | ﹤0.01% | 2923 |
|
|
2022
Q2 | $724K | Buy |
35,523
+6,537
| +23% | +$133K | ﹤0.01% | 2857 |
|
|
2022
Q1 | $641K | Buy |
28,986
+8,529
| +42% | +$189K | ﹤0.01% | 2994 |
|
|
2021
Q4 | $419K | Buy |
20,457
+7,860
| +62% | +$161K | ﹤0.01% | 3415 |
|
|
2021
Q3 | $226K | Buy |
+12,597
| New | +$226K | ﹤0.01% | 3842 |
|