Savant Capital’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 | – | Sell |
-1,015
| Closed | -$332K | – | 1907 |
|
|
2025
Q1 | $332K | Buy |
+1,015
| New | +$332K | ﹤0.01% | 1169 |
|
|
2024
Q3 | – | Sell |
-1,794
| Closed | -$501K | – | 1429 |
|
|
2024
Q2 | $501K | Sell |
1,794
-12
| -0.7% | -$3.35K | 0.01% | 792 |
|
|
2024
Q1 | $477K | Buy |
+1,806
| New | +$477K | 0.01% | 741 |
|