Plato Investment 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 | – | Sell |
-81
| Closed | -$26.8K | – | 547 |
|
|
2025
Q1 | $26.8K | Hold |
81
| – | – | ﹤0.01% | 473 |
|
|
2024
Q4 | $26.5K | Hold |
81
| – | – | ﹤0.01% | 525 |
|
|
2024
Q3 | $18.8K | Sell |
81
-899
| -92% | -$209K | ﹤0.01% | 484 |
|
|
2024
Q2 | $274K | Hold |
980
| – | – | 0.03% | 316 |
|
|
2024
Q1 | $259K | Buy |
980
+899
| +1,110% | +$238K | 0.03% | 306 |
|
|
2023
Q4 | $18.4K | Buy |
+81
| New | +$18.4K | 0.02% | 321 |
|