Thames Capital Management’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 | $10.9M | Buy |
+28,954
| New | +$10.9M | 2.46% | 19 |
|
|
2024
Q1 | – | Sell |
-12,662
| Closed | -$2.88M | – | 28 |
|
|
2023
Q4 | $2.88M | Sell |
12,662
-10,845
| -46% | -$2.47M | 1.48% | 18 |
|
|
2023
Q3 | $5.59M | Hold |
23,507
| – | – | 3.19% | 17 |
|
|
2023
Q2 | $5.11M | Buy |
23,507
+10,496
| +81% | +$2.28M | 2.72% | 17 |
|
|
2023
Q1 | $2.63M | Buy |
+13,011
| New | +$2.63M | 1.85% | 17 |
|