Maltese Capital Management’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 | $937K | Buy |
2,500
+2,000
| +400% | +$750K | 0.13% | 112 |
|
|
2025
Q1 | $164K | Buy |
+500
| New | +$164K | 0.03% | 114 |
|
|
2020
Q3 | – | Sell |
-28,100
| Closed | -$2.2M | – | 164 |
|
|
2020
Q2 | $2.2M | Buy |
+28,100
| New | +$2.2M | 0.3% | 95 |
|
|
2016
Q4 | – | Sell |
-2,500
| Closed | -$75K | – | 195 |
|
|
2016
Q3 | $75K | Sell |
2,500
-40,000
| -94% | -$1.2M | 0.01% | 174 |
|
|
2016
Q2 | $958K | Sell |
42,500
-55,000
| -56% | -$1.24M | 0.12% | 154 |
|
|
2016
Q1 | $2.42M | Buy |
97,500
+77,500
| +388% | +$1.92M | 0.31% | 108 |
|
|
2015
Q4 | $853K | Buy |
+20,000
| New | +$853K | 0.1% | 173 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 220 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 215 |
|