Strategic Global Advisors’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 | $6.69M | Buy |
17,835
+1,036
| +6% | +$388K | 1.09% | 29 |
|
|
2025
Q1 | $5.5M | Sell |
16,799
-9,856
| -37% | -$3.22M | 1.09% | 30 |
|
|
2024
Q4 | $8.7M | Buy |
26,655
+1,054
| +4% | +$344K | 1.59% | 18 |
|
|
2024
Q3 | $5.96M | Buy |
25,601
+3,527
| +16% | +$820K | 1.17% | 24 |
|
|
2024
Q2 | $6.17M | Buy |
22,074
+12,143
| +122% | +$3.39M | 1.29% | 20 |
|
|
2024
Q1 | $2.62M | Sell |
9,931
-269
| -3% | -$71.1K | 0.57% | 61 |
|
|
2023
Q4 | $2.32M | Sell |
10,200
-7,068
| -41% | -$1.61M | 0.53% | 64 |
|
|
2023
Q3 | $4.1M | Sell |
17,268
-825
| -5% | -$196K | 0.68% | 54 |
|
|
2023
Q2 | $3.93M | Sell |
18,093
-1,215
| -6% | -$264K | 0.61% | 63 |
|
|
2023
Q1 | $3.91M | Buy |
19,308
+10,309
| +115% | +$2.09M | 0.63% | 57 |
|
|
2022
Q4 | $1.95M | Sell |
8,999
-150
| -2% | -$32.4K | 0.31% | 89 |
|
|
2022
Q3 | $2M | Buy |
+9,149
| New | +$2M | 0.33% | 94 |
|
|
2020
Q4 | – | Sell |
-24,196
| Closed | -$1.86M | – | 167 |
|
|
2020
Q3 | $1.86M | Buy |
24,196
+4,104
| +20% | +$315K | 0.35% | 78 |
|
|
2020
Q2 | $1.58M | Buy |
+20,092
| New | +$1.58M | 0.34% | 78 |
|