Thoroughbred Financial Services’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 | – | Sell |
-1,504
| Closed | -$492K | – | 645 |
|
|
2025
Q1 | $492K | Hold |
1,504
| – | – | 0.03% | 423 |
|
|
2024
Q4 | $491K | Buy |
1,504
+145
| +11% | +$47.3K | 0.03% | 403 |
|
|
2024
Q3 | $316K | Hold |
1,359
| – | – | 0.02% | 509 |
|
|
2024
Q2 | $379K | Buy |
+1,359
| New | +$379K | 0.03% | 442 |
|
|
2023
Q4 | – | Sell |
-1,206
| Closed | -$286K | – | 610 |
|
|
2023
Q3 | $286K | Buy |
+1,206
| New | +$286K | 0.03% | 454 |
|