Oak Thistle LLC’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,991
| Closed | -$650K | – | 500 |
|
|
2024
Q4 | $650K | Buy |
1,991
+1,094
| +122% | +$357K | 0.19% | 197 |
|
|
2024
Q3 | $209K | Sell |
897
-494
| -36% | -$115K | 0.07% | 374 |
|
|
2024
Q2 | $389K | Sell |
1,391
-526
| -27% | -$147K | 0.29% | 155 |
|
|
2024
Q1 | $506K | Buy |
+1,917
| New | +$506K | 0.45% | 66 |
|
|
2022
Q1 | – | Sell |
-3,980
| Closed | -$637K | – | 463 |
|
|
2021
Q4 | $637K | Buy |
+3,980
| New | +$637K | 0.49% | 52 |
|