LPL Financial’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $387K | Sell |
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|
2025
Q2 | $737K | Buy |
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|
2025
Q1 | $689K | Buy |
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|
2024
Q4 | $500K | Sell |
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|
2024
Q3 | $485K | Buy |
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|
2024
Q2 | $389K | Sell |
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|
2024
Q1 | $532K | Sell |
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|
2023
Q4 | $682K | Buy |
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|
2023
Q3 | $607K | Buy |
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|
2023
Q2 | $586K | Buy |
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|
2023
Q1 | $546K | Sell |
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|
2022
Q4 | $628K | Buy |
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|
2022
Q3 | $629K | Sell |
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|
2022
Q2 | $724K | Buy |
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|
2022
Q1 | $641K | Buy |
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|
2021
Q4 | $419K | Buy |
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|
2021
Q3 | $226K | Buy |
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