Petrus Trust Company’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 | $338K | Sell |
902
-1,170
| -56% | -$439K | 0.04% | 267 |
|
|
2025
Q1 | $678K | Buy |
2,072
+753
| +57% | +$246K | 0.06% | 100 |
|
|
2024
Q4 | $431K | Buy |
+1,319
| New | +$431K | 0.04% | 295 |
|
|
2024
Q3 | – | Sell |
-2,066
| Closed | -$577K | – | 662 |
|
|
2024
Q2 | $577K | Buy |
+2,066
| New | +$577K | 0.05% | 182 |
|