QRG 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 | $725K | Buy |
1,935
+94
| +5% | +$35.2K | 0.01% | 701 |
|
|
2025
Q1 | $602K | Buy |
1,841
+29
| +2% | +$9.49K | 0.01% | 707 |
|
|
2024
Q4 | $592K | Buy |
1,812
+134
| +8% | +$43.7K | 0.01% | 726 |
|
|
2024
Q3 | $390K | Sell |
1,678
-982
| -37% | -$228K | ﹤0.01% | 845 |
|
|
2024
Q2 | $743K | Sell |
2,660
-3,317
| -55% | -$926K | 0.01% | 620 |
|
|
2024
Q1 | $1.58M | Buy |
5,977
+486
| +9% | +$128K | 0.02% | 460 |
|
|
2023
Q4 | $1.25M | Buy |
5,491
+283
| +5% | +$64.4K | 0.02% | 491 |
|
|
2023
Q3 | $1.24M | Buy |
+5,208
| New | +$1.24M | 0.02% | 458 |
|