Sherbrooke Park Advisers’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
$395K Buy
+1,053
New +$395K 0.17% 246
2024
Q3
Sell
-2,410
Closed -$673K 1110
2024
Q2
$673K Buy
+2,410
New +$673K 0.12% 286
2023
Q3
Sell
-1,200
Closed -$261K 571
2023
Q2
$261K Buy
+1,200
New +$261K 0.14% 268