Pennsylvania 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 | $589K | Hold |
1,572
| – | – | 0.19% | 67 |
|
|
2025
Q1 | $514K | Sell |
1,572
-3
| -0.2% | -$981 | 0.19% | 63 |
|
|
2024
Q4 | $514K | Hold |
1,575
| – | – | 0.18% | 65 |
|
|
2024
Q3 | $366K | Buy |
1,575
+3
| +0.2% | +$698 | 0.13% | 72 |
|
|
2024
Q2 | $439K | Hold |
1,572
| – | – | 0.17% | 60 |
|
|
2024
Q1 | $415K | Hold |
1,572
| – | – | 0.17% | 61 |
|
|
2023
Q4 | $358K | Hold |
1,572
| – | – | 0.14% | 69 |
|
|
2023
Q3 | $374K | Hold |
1,572
| – | – | 0.16% | 64 |
|
|
2023
Q2 | $342K | Hold |
1,572
| – | – | 0.15% | 68 |
|
|
2023
Q1 | $318K | Hold |
1,572
| – | – | 0.15% | 69 |
|
|
2022
Q4 | $347K | Hold |
1,572
| – | – | 0.18% | 71 |
|
|
2022
Q3 | $343K | Hold |
1,572
| – | – | 0.19% | 59 |
|
|
2022
Q2 | $290K | Hold |
1,572
| – | – | 0.15% | 62 |
|
|
2022
Q1 | $287K | Hold |
1,572
| – | – | 0.12% | 69 |
|
|
2021
Q4 | $252K | Hold |
1,572
| – | – | 0.09% | 94 |
|
|
2021
Q3 | $275K | Buy |
+1,572
| New | +$275K | 0.12% | 73 |
|