MS
Maven Securities’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,000
| Closed | -$1.64M | – | 359 |
|
|
2025
Q1 | $1.64M | Buy |
+5,000
| New | +$1.64M | 0.05% | 70 |
|
|
2022
Q4 | – | Sell |
-2,100
| Closed | -$459K | – | 383 |
|
|
2022
Q3 | $459K | Sell |
2,100
-3,300
| -61% | -$721K | 0.01% | 289 |
|
|
2022
Q2 | $996K | Buy |
5,400
+195
| +4% | +$36K | 0.03% | 114 |
|
|
2022
Q1 | $951K | Sell |
5,205
-1,900
| -27% | -$347K | 0.03% | 114 |
|
|
2021
Q4 | $1.14M | Sell |
7,105
-6,295
| -47% | -$1.01M | 0.03% | 113 |
|
|
2021
Q3 | $2.1M | Buy |
+13,400
| New | +$2.1M | 0.07% | 101 |
|
|
2020
Q4 | – | Sell |
-9,263
| Closed | -$707K | – | 627 |
|
|
2020
Q3 | $707K | Buy |
+9,263
| New | +$707K | 0.06% | 199 |
|
|
2020
Q1 | – | Sell |
-2,582
| Closed | -$239K | – | 213 |
|
|
2019
Q4 | $239K | Sell |
2,582
-15,418
| -86% | -$1.43M | 0.02% | 139 |
|
|
2019
Q3 | $1.47M | Buy |
+18,000
| New | +$1.47M | 0.46% | 38 |
|