Otter Creek Advisors’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 | $4.76M | Buy |
12,693
+1,848
| +17% | +$693K | 3.37% | 4 |
|
|
2025
Q1 | $3.55M | Buy |
+10,845
| New | +$3.55M | 2.13% | 18 |
|
|
2024
Q2 | – | Sell |
-8,741
| Closed | -$2.31M | – | 46 |
|
|
2024
Q1 | $2.31M | Buy |
8,741
+5,026
| +135% | +$1.33M | 1.37% | 29 |
|
|
2023
Q4 | $844K | Buy |
+3,715
| New | +$844K | 0.5% | 39 |
|
|
2023
Q1 | – | Sell |
-18,741
| Closed | -$4.05M | – | 46 |
|
|
2022
Q4 | $4.05M | Buy |
18,741
+793
| +4% | +$171K | 2.65% | 12 |
|
|
2022
Q3 | $3.92M | Sell |
17,948
-1,668
| -9% | -$364K | 3.19% | 7 |
|
|
2022
Q2 | $3.62M | Sell |
19,616
-6,042
| -24% | -$1.11M | 2.42% | 20 |
|
|
2022
Q1 | $4.69M | Sell |
25,658
-1,078
| -4% | -$197K | 1.9% | 8 |
|
|
2021
Q4 | $4.28M | Sell |
26,736
-7,385
| -22% | -$1.18M | 2.77% | 13 |
|
|
2021
Q3 | $5.35M | Buy |
34,121
+18,225
| +115% | +$2.86M | 2.84% | 8 |
|
|
2021
Q2 | $2.15M | Sell |
15,896
-17,415
| -52% | -$2.35M | 0.94% | 24 |
|
|
2021
Q1 | $4.74M | Sell |
33,311
-16,289
| -33% | -$2.32M | 3.12% | 5 |
|
|
2020
Q4 | $5.17M | Sell |
49,600
-3,371
| -6% | -$351K | 4.12% | 3 |
|
|
2020
Q3 | $4.06M | Buy |
52,971
+10,077
| +23% | +$773K | 3.61% | 8 |
|
|
2020
Q2 | $3.36M | Buy |
+42,894
| New | +$3.36M | 2.66% | 9 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 49 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 51 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 54 |
|