Mediolanum International Funds’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 | – | Sell |
-4,878
| Closed | -$1.64M | – | 426 |
|
2025
Q1 | $1.64M | Sell |
4,878
-9,981
| -67% | -$3.36M | 0.02% | 337 |
|
2024
Q4 | $4.85M | Sell |
14,859
-13,689
| -48% | -$4.47M | 0.06% | 243 |
|
2024
Q3 | $6.58M | Buy |
28,548
+3,496
| +14% | +$806K | 0.09% | 214 |
|
2024
Q2 | $6.46M | Sell |
25,052
-1,433
| -5% | -$370K | 0.11% | 188 |
|
2024
Q1 | $6.95M | Buy |
+26,485
| New | +$6.95M | 0.11% | 190 |
|