Teca Partners’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
$10M Sell
26,774
-11,349
-30% -$4.26M 7.01% 8
2025
Q1
$12.5M Sell
38,123
-14,752
-28% -$4.83M 8.94% 7
2024
Q4
$17.3M Buy
52,875
+37,814
+251% +$12.3M 11% 3
2024
Q3
$3.5M Buy
+15,061
New +$3.5M 2.45% 10