Systematic Alpha Investments’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 | $285K | Hold |
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|
2025
Q1 | $249K | Hold |
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|
2024
Q4 | $248K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $212K | Hold |
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|
2024
Q1 | $201K | Hold |
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|
2023
Q4 | $173K | Hold |
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|
2023
Q3 | $181K | Hold |
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|
2023
Q2 | $165K | Hold |
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|
2023
Q1 | $154K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $125K | Hold |
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|
2021
Q2 | $110K | Buy |
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|
2021
Q1 | $108K | Hold |
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|
2020
Q4 | $79K | Buy |
|