Private Trust Company’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $28.9K | Sell |
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|
2025
Q2 | $39K | Buy |
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|
2025
Q1 | $31.7K | Buy |
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|
2024
Q4 | $9.47K | Sell |
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|
2024
Q3 | $10.5K | Sell |
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|
2024
Q2 | $133K | Hold |
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|
2024
Q1 | $126K | Sell |
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|
2023
Q4 | $108K | Hold |
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|
2023
Q3 | $113K | Hold |
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|
2023
Q2 | $104K | Hold |
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|
2023
Q1 | $96.3K | Buy |
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|
2022
Q4 | $29K | Sell |
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|
2022
Q3 | $33K | Buy |
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|
2022
Q2 | $20K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $2K | Hold |
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|
2014
Q1 | $2K | Hold |
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|
2013
Q4 | $2K | Buy |
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