SFP
Shepherd Financial Partners’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Hold |
4,755
| – | – | 0.19% | 85 |
|
|
2025
Q1 | $1.56M | Sell |
4,755
-9,000
| -65% | -$2.94M | 0.18% | 85 |
|
|
2024
Q4 | $4.49M | Hold |
13,755
| – | – | 0.54% | 32 |
|
|
2024
Q3 | $3.2M | Hold |
13,755
| – | – | 0.38% | 43 |
|
|
2024
Q2 | $3.84M | Hold |
13,755
| – | – | 0.5% | 32 |
|
|
2024
Q1 | $3.63M | Sell |
13,755
-6,442
| -32% | -$1.7M | 0.48% | 36 |
|
|
2023
Q4 | $4.6M | Buy |
+20,197
| New | +$4.6M | 0.65% | 20 |
|