Neo Ivy Capital Management’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 | $153K | Buy |
+408
| New | +$153K | 0.05% | 283 |
|
|
2024
Q3 | – | Sell |
-13,248
| Closed | -$3.7M | – | 342 |
|
|
2024
Q2 | $3.7M | Buy |
+13,248
| New | +$3.7M | 0.73% | 36 |
|
|
2023
Q4 | – | Sell |
-2,016
| Closed | -$479K | – | 387 |
|
|
2023
Q3 | $479K | Buy |
+2,016
| New | +$479K | 0.21% | 167 |
|
|
2022
Q4 | $794K | Buy |
+3,672
| New | +$794K | 0.54% | 46 |
|
|
2021
Q4 | – | Sell |
-1,085
| Closed | -$85K | – | 547 |
|
|
2021
Q3 | $85K | Buy |
1,085
+330
| +44% | +$25.9K | 0.1% | 270 |
|
|
2021
Q2 | $102K | Buy |
755
+394
| +109% | +$53.2K | 0.1% | 255 |
|
|
2021
Q1 | $51K | Buy |
+361
| New | +$51K | 0.06% | 329 |
|
|
2020
Q3 | – | Sell |
-1,085
| Closed | -$85K | – | 548 |
|
|
2020
Q2 | $85K | Buy |
+1,085
| New | +$85K | 0.1% | 270 |
|
|
2019
Q2 | – | Sell |
-11,535
| Closed | -$803K | – | 352 |
|
|
2019
Q1 | $803K | Sell |
11,535
-2,093
| -15% | -$146K | 0.46% | 98 |
|
|
2018
Q4 | $832K | Buy |
+13,628
| New | +$832K | 0.65% | 45 |
|