MCM
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Maltese Capital Management’s LPL Financial LPLA Stock Holding History

Maltese Capital Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,500
Closed -$937K – 130
2025
Q2 		$937K Buy
2,500
+2,000
+400% +$701K 0.13% 112
2025
Q1 		$164K Buy
+500
New +$174K 0.03% 114
2020
Q3 		– Sell
-28,100
Closed -$2.2M – 168
2020
Q2 		$2.2M Buy
+28,100
New +$1.88M 0.3% 97
2016
Q4 		– Sell
-2,500
Closed -$75K – 199
2016
Q3 		$75K Sell
2,500
-40,000
-94% -$1.08M 0.01% 176
2016
Q2 		$958K Sell
42,500
-55,000
-56% -$1.38M 0.12% 156
2016
Q1 		$2.42M Buy
97,500
+77,500
+388% +$2.09M 0.31% 108
2015
Q4 		$853K Buy
+20,000
New +$852K 0.1% 173
2015
Q3 		– Hold
0
– – – 223
2015
Q2 		– Hold
0
– – – 216

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