Machina Capital’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 | $1.12M | Buy |
2,999
+1,055
| +54% | +$396K | 0.23% | 150 |
|
|
2025
Q1 | $636K | Buy |
+1,944
| New | +$636K | 0.19% | 172 |
|
|
2024
Q3 | – | Sell |
-3,104
| Closed | -$867K | – | 331 |
|
|
2024
Q2 | $867K | Buy |
+3,104
| New | +$867K | 0.39% | 99 |
|
|
2023
Q2 | – | Sell |
-500
| Closed | -$101K | – | 412 |
|
|
2023
Q1 | $101K | Buy |
+500
| New | +$101K | 0.09% | 268 |
|
|
2020
Q1 | – | Sell |
-2,325
| Closed | -$214K | – | 167 |
|
|
2019
Q4 | $214K | Buy |
+2,325
| New | +$214K | 0.09% | 315 |
|
|
2019
Q3 | – | Sell |
-407
| Closed | -$33K | – | 415 |
|
|
2019
Q2 | $33K | Sell |
407
-1,703
| -81% | -$138K | 0.01% | 432 |
|
|
2019
Q1 | $147K | Buy |
+2,110
| New | +$147K | 0.06% | 263 |
|