SAI
Systematic Alpha Investments’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Hold |
760
| – | – | 0.01% | 194 |
|
|
2025
Q1 | $249K | Hold |
760
| – | – | 0.01% | 201 |
|
|
2024
Q4 | $248K | Buy |
+760
| New | +$248K | 0.01% | 203 |
|
|
2024
Q3 | – | Sell |
-760
| Closed | -$212K | – | 233 |
|
|
2024
Q2 | $212K | Hold |
760
| – | – | 0.01% | 207 |
|
|
2024
Q1 | $201K | Hold |
760
| – | – | 0.01% | 216 |
|
|
2023
Q4 | $173K | Hold |
760
| – | – | 0.01% | 223 |
|
|
2023
Q3 | $181K | Hold |
760
| – | – | 0.01% | 212 |
|
|
2023
Q2 | $165K | Hold |
760
| – | – | 0.01% | 216 |
|
|
2023
Q1 | $154K | Buy |
+760
| New | +$154K | 0.01% | 224 |
|
|
2021
Q4 | – | Sell |
-760
| Closed | -$125K | – | 375 |
|
|
2021
Q3 | $125K | Hold |
760
| – | – | 0.01% | 266 |
|
|
2021
Q2 | $110K | Buy |
760
+1
| +0.1% | +$145 | 0.01% | 207 |
|
|
2021
Q1 | $108K | Hold |
759
| – | – | 0.01% | 142 |
|
|
2020
Q4 | $79K | Buy |
+759
| New | +$79K | 0.01% | 113 |
|