Rivermont 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 |
-60,062
| Closed | -$19.6M | – | 20 |
|
|
2024
Q4 | $19.6M | Buy |
+60,062
| New | +$19.6M | 7.39% | 2 |
|
|
2024
Q3 | – | Sell |
-30,997
| Closed | -$8.66M | – | 22 |
|
|
2024
Q2 | $8.66M | Buy |
+30,997
| New | +$8.66M | 3.71% | 15 |
|
|
2023
Q4 | – | Sell |
-36,661
| Closed | -$8.71M | – | 26 |
|
|
2023
Q3 | $8.71M | Buy |
+36,661
| New | +$8.71M | 3.9% | 14 |
|
|
2023
Q1 | – | Sell |
-34,131
| Closed | -$7.38M | – | 23 |
|
|
2022
Q4 | $7.38M | Buy |
+34,131
| New | +$7.38M | 4.67% | 12 |
|