Pathstone Holdings’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 | $12.5M | Sell |
33,208
-3,627
| -10% | -$1.36M | 0.05% | 262 |
|
|
2025
Q1 | $12.1M | Buy |
36,835
+225
| +0.6% | +$73.6K | 0.05% | 275 |
|
|
2024
Q4 | $12M | Buy |
36,610
+276
| +0.8% | +$90.1K | 0.05% | 249 |
|
|
2024
Q3 | $8.45M | Sell |
36,334
-6,819
| -16% | -$1.59M | 0.04% | 384 |
|
|
2024
Q2 | $12.1M | Buy |
43,153
+1,121
| +3% | +$313K | 0.05% | 261 |
|
|
2024
Q1 | $11.1M | Buy |
42,032
+1,462
| +4% | +$386K | 0.05% | 273 |
|
|
2023
Q4 | $9.23M | Buy |
+40,570
| New | +$9.23M | 0.05% | 270 |
|