Silvant 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
Q2 | $5.89M | Hold |
15,701
| – | – | 0.22% | 66 |
|
|
2025
Q1 | $5.14M | Buy |
15,701
+2,955
| +23% | +$967K | 0.24% | 57 |
|
|
2024
Q4 | $4.16M | Hold |
12,746
| – | – | 0.17% | 70 |
|
|
2024
Q3 | $2.97M | Hold |
12,746
| – | – | 0.13% | 104 |
|
|
2024
Q2 | $3.56M | Hold |
12,746
| – | – | 0.16% | 86 |
|
|
2024
Q1 | $3.37M | Buy |
12,746
+2,522
| +25% | +$666K | 0.16% | 92 |
|
|
2023
Q4 | $2.33M | Hold |
10,224
| – | – | 0.13% | 104 |
|
|
2023
Q3 | $2.43M | Hold |
10,224
| – | – | 0.15% | 94 |
|
|
2023
Q2 | $2.22M | Hold |
10,224
| – | – | 0.13% | 106 |
|
|
2023
Q1 | $2.07M | Sell |
10,224
-5,246
| -34% | -$1.06M | 0.13% | 104 |
|
|
2022
Q4 | $3.34M | Buy |
+15,470
| New | +$3.34M | 0.24% | 81 |
|