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Stevens Capital Management’s LPL Financial LPLA Stock Holding History

Stevens Capital Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-660
Closed -$247K – 302
2025
Q2 		$247K Sell
660
-331
-33% -$116K 0.07% 199
2025
Q1 		$324K Buy
+991
New +$345K 0.08% 166
2020
Q1 		– Sell
-7,045
Closed -$650K – 245
2019
Q4 		$650K Buy
7,045
+3,768
+115% +$323K 0.06% 301
2019
Q3 		$268K Sell
3,277
-40,653
-93% -$3.25M 0.02% 472
2019
Q2 		$3.58M Sell
43,930
-10,176
-19% -$805K 0.16% 173
2019
Q1 		$3.77M Buy
54,106
+17,312
+47% +$1.25M 0.16% 174
2018
Q4 		$2.25M Sell
36,794
-24,049
-40% -$1.47M 0.12% 246
2018
Q3 		$3.92M Buy
60,843
+28,374
+87% +$1.88M 0.14% 186
2018
Q2 		$2.13M Sell
32,469
-34,766
-52% -$2.28M 0.08% 297
2018
Q1 		$4.11M Buy
+67,235
New +$4.17M 0.16% 177
2017
Q4 		– Sell
-72,669
Closed -$3.75M – 949
2017
Q3 		$3.75M Buy
+72,669
New +$3.34M 0.14% 198
2014
Q4 		– Sell
-38,959
Closed -$1.79M – 1124
2014
Q3 		$1.79M Buy
38,959
+22,282
+134% +$1.07M 0.05% 349
2014
Q2 		$830K Buy
16,677
+12,531
+302% +$608K 0.02% 542
2014
Q1 		$218K Sell
4,146
-16,331
-80% -$862K 0.01% 903
2013
Q4 		$963K Buy
20,477
+9,622
+89% +$404K 0.03% 490
2013
Q3 		$416K Buy
10,855
+3,252
+43% +$124K 0.01% 689
2013
Q2 		$287K Buy
+7,603
New +$272K 0.01% 721

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