Neo Ivy Capital Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $35.9K | Sell |
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|
2025
Q2 | $153K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $3.7M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $479K | Buy |
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|
2022
Q4 | $794K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $85K | Buy |
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|
2021
Q2 | $102K | Buy |
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|
2021
Q1 | $51K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $85K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $803K | Sell |
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|
2018
Q4 | $832K | Buy |
|