Prana 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 | $1.57M | Buy |
+4,197
| New | +$1.57M | 0.06% | 87 |
|
|
2024
Q4 | – | Sell |
-18,876
| Closed | -$4.39M | – | 110 |
|
|
2024
Q3 | $4.39M | Buy |
18,876
+4,889
| +35% | +$1.14M | 0.2% | 66 |
|
|
2024
Q2 | $3.91M | Buy |
+13,987
| New | +$3.91M | 0.19% | 68 |
|
|
2024
Q1 | – | Sell |
-34,852
| Closed | -$7.93M | – | 99 |
|
|
2023
Q4 | $7.93M | Buy |
+34,852
| New | +$7.93M | 0.47% | 53 |
|
|
2023
Q3 | – | Sell |
-63,829
| Closed | -$13.9M | – | 100 |
|
|
2023
Q2 | $13.9M | Buy |
63,829
+37,761
| +145% | +$8.21M | 0.93% | 35 |
|
|
2023
Q1 | $5.28M | Buy |
+26,068
| New | +$5.28M | 0.44% | 50 |
|
|
2020
Q3 | – | Sell |
-91,276
| Closed | -$7.16M | – | 60 |
|
|
2020
Q2 | $7.16M | Sell |
91,276
-13,830
| -13% | -$1.08M | 0.97% | 31 |
|
|
2020
Q1 | $5.72M | Buy |
+105,106
| New | +$5.72M | 1.67% | 21 |
|
|
2019
Q1 | – | Sell |
-154,018
| Closed | -$9.41M | – | 60 |
|
|
2018
Q4 | $9.41M | Buy |
154,018
+113,418
| +279% | +$6.93M | 2.02% | 17 |
|
|
2018
Q3 | $2.62M | Buy |
+40,600
| New | +$2.62M | 0.57% | 31 |
|
|
2018
Q2 | – | Sell |
-63,760
| Closed | -$3.89M | – | 52 |
|
|
2018
Q1 | $3.89M | Buy |
+63,760
| New | +$3.89M | 1.15% | 30 |
|