Ritholtz Wealth 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 | $930K | Buy |
2,481
+5
| +0.2% | +$1.88K | 0.02% | 468 |
|
|
2025
Q1 | $810K | Buy |
2,476
+1
| +0% | +$327 | 0.02% | 457 |
|
|
2024
Q4 | $808K | Sell |
2,475
-52
| -2% | -$17K | 0.02% | 428 |
|
|
2024
Q3 | $588K | Sell |
2,527
-432
| -15% | -$100K | 0.02% | 517 |
|
|
2024
Q2 | $826K | Sell |
2,959
-76
| -3% | -$21.2K | 0.03% | 398 |
|
|
2024
Q1 | $802K | Sell |
3,035
-242
| -7% | -$63.9K | 0.03% | 413 |
|
|
2023
Q4 | $746K | Sell |
3,277
-556
| -15% | -$127K | 0.03% | 396 |
|
|
2023
Q3 | $911K | Buy |
3,833
+233
| +6% | +$55.4K | 0.04% | 310 |
|
|
2023
Q2 | $783K | Sell |
3,600
-181
| -5% | -$39.4K | 0.04% | 338 |
|
|
2023
Q1 | $765K | Buy |
3,781
+457
| +14% | +$92.5K | 0.04% | 326 |
|
|
2022
Q4 | $719K | Sell |
3,324
-1,055
| -24% | -$228K | 0.04% | 295 |
|
|
2022
Q3 | $957K | Buy |
4,379
+1,519
| +53% | +$332K | 0.05% | 251 |
|
|
2022
Q2 | $528K | Sell |
2,860
-649
| -18% | -$120K | 0.03% | 306 |
|
|
2022
Q1 | $641K | Buy |
3,509
+248
| +8% | +$45.3K | 0.04% | 260 |
|
|
2021
Q4 | $522K | Buy |
3,261
+261
| +9% | +$41.8K | 0.03% | 292 |
|
|
2021
Q3 | $470K | Buy |
3,000
+723
| +32% | +$113K | 0.03% | 284 |
|
|
2021
Q2 | $307K | Buy |
2,277
+831
| +57% | +$112K | 0.02% | 360 |
|
|
2021
Q1 | $206K | Buy |
+1,446
| New | +$206K | 0.02% | 399 |
|