Pennsylvania 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
Q3 | $523K | Hold |
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|
2025
Q2 | $589K | Hold |
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|
2025
Q1 | $514K | Sell |
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|
2024
Q4 | $514K | Hold |
|
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|
2024
Q3 | $366K | Buy |
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|
2024
Q2 | $439K | Hold |
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|
2024
Q1 | $415K | Hold |
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|
2023
Q4 | $358K | Hold |
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|
2023
Q3 | $374K | Hold |
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|
2023
Q2 | $342K | Hold |
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|
2023
Q1 | $318K | Hold |
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|
2022
Q4 | $347K | Hold |
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|
2022
Q3 | $343K | Hold |
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|
2022
Q2 | $290K | Hold |
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|
2022
Q1 | $287K | Hold |
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|
2021
Q4 | $252K | Hold |
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|
2021
Q3 | $275K | Buy |
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