Meag Munich Ergo’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 | $2.42M | Sell |
6,447
-14,878
| -70% | -$5.58M | 0.07% | 131 |
|
|
2025
Q1 | $6.98M | Buy |
21,325
+12,200
| +134% | +$3.99M | 0.21% | 81 |
|
|
2024
Q4 | $2.98M | Sell |
9,125
-6,676
| -42% | -$2.18M | 0.09% | 95 |
|
|
2024
Q3 | $3.68M | Buy |
15,801
+11,984
| +314% | +$2.79M | 0.12% | 95 |
|
|
2024
Q2 | $1.07M | Sell |
3,817
-3,085
| -45% | -$862K | 0.04% | 128 |
|
|
2024
Q1 | $1.82M | Buy |
+6,902
| New | +$1.82M | 0.07% | 114 |
|
|
2023
Q2 | – | Sell |
-20,028
| Closed | -$4.05M | – | 193 |
|
|
2023
Q1 | $4.05M | Buy |
20,028
+5,796
| +41% | +$1.17M | 0.19% | 84 |
|
|
2022
Q4 | $3.08M | Buy |
14,232
+376
| +3% | +$81.3K | 0.17% | 91 |
|
|
2022
Q3 | $3.03M | Buy |
13,856
+11,406
| +466% | +$2.49M | 0.18% | 90 |
|
|
2022
Q2 | $452K | Buy |
+2,450
| New | +$452K | 0.03% | 181 |
|