Raleigh 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
Q1 | – | Sell |
-16
| Closed | -$5.22K | – | 833 |
|
|
2024
Q4 | $5.22K | Hold |
16
| – | – | ﹤0.01% | 701 |
|
|
2024
Q3 | $3.72K | Sell |
16
-2
| -11% | -$465 | ﹤0.01% | 741 |
|
|
2024
Q2 | $5.03K | Hold |
18
| – | – | ﹤0.01% | 669 |
|
|
2024
Q1 | $4.76K | Buy |
18
+13
| +260% | +$3.44K | ﹤0.01% | 665 |
|
|
2023
Q4 | $1.14K | Sell |
5
-43
| -90% | -$9.79K | ﹤0.01% | 926 |
|
|
2023
Q3 | $11.4K | Buy |
+48
| New | +$11.4K | 0.01% | 487 |
|