Metis Global Partners’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 | $360K | Sell |
959
-353
| -27% | -$132K | 0.01% | 640 |
|
|
2025
Q1 | $429K | Buy |
1,312
+297
| +29% | +$97.2K | 0.01% | 614 |
|
|
2024
Q4 | $331K | Buy |
1,015
+70
| +7% | +$22.9K | 0.01% | 650 |
|
|
2024
Q3 | $220K | Buy |
945
+46
| +5% | +$10.7K | 0.01% | 720 |
|
|
2024
Q2 | $251K | Sell |
899
-63
| -7% | -$17.6K | 0.01% | 680 |
|
|
2024
Q1 | $254K | Sell |
962
-1,100
| -53% | -$291K | 0.01% | 680 |
|
|
2023
Q4 | $469K | Sell |
2,062
-140
| -6% | -$31.9K | 0.02% | 559 |
|
|
2023
Q3 | $523K | Buy |
2,202
+117
| +6% | +$27.8K | 0.03% | 518 |
|
|
2023
Q2 | $453K | Buy |
2,085
+26
| +1% | +$5.65K | 0.02% | 535 |
|
|
2023
Q1 | $417K | Buy |
2,059
+637
| +45% | +$129K | 0.03% | 522 |
|
|
2022
Q4 | $307K | Buy |
+1,422
| New | +$307K | 0.03% | 522 |
|