Manchester 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 | $375 | Sell |
1
-1
| -50% | -$375 | ﹤0.01% | 1122 |
|
|
2025
Q1 | $655 | Buy |
2
+1
| +100% | +$328 | ﹤0.01% | 1071 |
|
|
2024
Q4 | $327 | Hold |
1
| – | – | ﹤0.01% | 1104 |
|
|
2024
Q3 | $233 | Hold |
1
| – | – | ﹤0.01% | 1134 |
|
|
2024
Q2 | $280 | Hold |
1
| – | – | ﹤0.01% | 1099 |
|
|
2024
Q1 | $265 | Hold |
1
| – | – | ﹤0.01% | 980 |
|
|
2023
Q4 | $228 | Hold |
1
| – | – | ﹤0.01% | 970 |
|
|
2023
Q3 | $238 | Hold |
1
| – | – | ﹤0.01% | 949 |
|
|
2023
Q2 | $218 | Buy |
+1
| New | +$218 | ﹤0.01% | 923 |
|
|
2022
Q3 | – | Sell |
-94
| Closed | -$17K | – | 951 |
|
|
2022
Q2 | $17K | Hold |
94
| – | – | ﹤0.01% | 430 |
|
|
2022
Q1 | $17K | Sell |
94
-91
| -49% | -$16.5K | ﹤0.01% | 484 |
|
|
2021
Q4 | $30K | Hold |
185
| – | – | ﹤0.01% | 438 |
|
|
2021
Q3 | $29K | Buy |
185
+124
| +203% | +$19.4K | ﹤0.01% | 476 |
|
|
2021
Q2 | $8K | Buy |
+61
| New | +$8K | ﹤0.01% | 518 |
|
|
2021
Q1 | – | Sell |
-3
| Closed | – | – | 720 |
|
|
2020
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 767 |
|
|
2018
Q2 | – | Sell |
-13
| Closed | -$1K | – | 564 |
|
|
2018
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 556 |
|