Stevens Capital Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
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|
2025
Q1 | $324K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $650K | Buy |
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|
2019
Q3 | $268K | Sell |
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|
2019
Q2 | $3.58M | Sell |
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|
2019
Q1 | $3.77M | Buy |
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|
2018
Q4 | $2.25M | Sell |
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|
2018
Q3 | $3.92M | Buy |
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|
2018
Q2 | $2.13M | Sell |
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|
2018
Q1 | $4.11M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3.75M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.79M | Buy |
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|
2014
Q2 | $830K | Buy |
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|
2014
Q1 | $218K | Sell |
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|
2013
Q4 | $963K | Buy |
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|
2013
Q3 | $416K | Buy |
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|
2013
Q2 | $287K | Buy |
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