Private 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 | $39K | Buy |
104
+7
| +7% | +$2.63K | ﹤0.01% | 1318 |
|
|
2025
Q1 | $31.7K | Buy |
97
+68
| +234% | +$22.2K | ﹤0.01% | 1369 |
|
|
2024
Q4 | $9.47K | Sell |
29
-16
| -36% | -$5.22K | ﹤0.01% | 1768 |
|
|
2024
Q3 | $10.5K | Sell |
45
-430
| -91% | -$100K | ﹤0.01% | 1707 |
|
|
2024
Q2 | $133K | Hold |
475
| – | – | 0.01% | 785 |
|
|
2024
Q1 | $126K | Sell |
475
-1
| -0.2% | -$264 | 0.01% | 799 |
|
|
2023
Q4 | $108K | Hold |
476
| – | – | 0.01% | 800 |
|
|
2023
Q3 | $113K | Hold |
476
| – | – | 0.01% | 758 |
|
|
2023
Q2 | $104K | Hold |
476
| – | – | 0.01% | 798 |
|
|
2023
Q1 | $96.3K | Buy |
476
+342
| +255% | +$69.2K | 0.01% | 785 |
|
|
2022
Q4 | $29K | Sell |
134
-16
| -11% | -$3.46K | ﹤0.01% | 1164 |
|
|
2022
Q3 | $33K | Buy |
150
+40
| +36% | +$8.8K | 0.01% | 1036 |
|
|
2022
Q2 | $20K | Buy |
+110
| New | +$20K | ﹤0.01% | 1237 |
|
|
2014
Q3 | – | Sell |
-43
| Closed | -$2K | – | 1983 |
|
|
2014
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 1605 |
|
|
2014
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 1485 |
|
|
2013
Q4 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 1469 |
|