Quadrant Capital Group’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 | $615K | Sell |
1,640
-37
| -2% | -$13.9K | 0.02% | 744 |
|
|
2025
Q1 | $549K | Buy |
1,677
+1,234
| +279% | +$404K | 0.02% | 684 |
|
|
2024
Q4 | $145K | Buy |
443
+1
| +0.2% | +$327 | 0.01% | 844 |
|
|
2024
Q3 | $103K | Sell |
442
-64
| -13% | -$14.9K | 0.01% | 1053 |
|
|
2024
Q2 | $141K | Buy |
506
+1
| +0.2% | +$279 | 0.01% | 822 |
|
|
2024
Q1 | $133K | Sell |
505
-8
| -2% | -$2.11K | 0.01% | 848 |
|
|
2023
Q4 | $117K | Sell |
513
-35
| -6% | -$7.97K | 0.01% | 902 |
|
|
2023
Q3 | $130K | Buy |
548
+61
| +13% | +$14.5K | 0.01% | 732 |
|
|
2023
Q2 | $106K | Sell |
487
-57
| -10% | -$12.4K | 0.01% | 836 |
|
|
2023
Q1 | $110K | Buy |
544
+32
| +6% | +$6.48K | 0.01% | 775 |
|
|
2022
Q4 | $111K | Sell |
512
-15
| -3% | -$3.24K | 0.01% | 717 |
|
|
2022
Q3 | $115K | Sell |
527
-68
| -11% | -$14.8K | 0.02% | 629 |
|
|
2022
Q2 | $110K | Buy |
595
+103
| +21% | +$19K | 0.01% | 607 |
|
|
2022
Q1 | $90K | Buy |
492
+34
| +7% | +$6.22K | 0.01% | 709 |
|
|
2021
Q4 | $73K | Buy |
458
+90
| +24% | +$14.3K | 0.01% | 780 |
|
|
2021
Q3 | $58K | Buy |
368
+212
| +136% | +$33.4K | 0.01% | 807 |
|
|
2021
Q2 | $21K | Buy |
156
+6
| +4% | +$808 | ﹤0.01% | 1181 |
|
|
2021
Q1 | $21K | Buy |
150
+8
| +6% | +$1.12K | ﹤0.01% | 1159 |
|
|
2020
Q4 | $15K | Hold |
142
| – | – | ﹤0.01% | 1209 |
|
|
2020
Q3 | $11K | Hold |
142
| – | – | ﹤0.01% | 1187 |
|
|
2020
Q2 | $11K | Buy |
142
+3
| +2% | +$232 | ﹤0.01% | 1283 |
|
|
2020
Q1 | $8K | Buy |
+139
| New | +$8K | ﹤0.01% | 1498 |
|