TOBAM’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 | $4.41M | Sell |
11,753
-4,578
| -28% | -$1.72M | 1.72% | 20 |
|
|
2025
Q1 | $5.34M | Sell |
16,331
-3,802
| -19% | -$1.24M | 2.28% | 10 |
|
|
2024
Q4 | $6.57M | Sell |
20,133
-21,941
| -52% | -$7.16M | 2.01% | 10 |
|
|
2024
Q3 | $9.79M | Buy |
42,074
+14,307
| +52% | +$3.33M | 1.78% | 17 |
|
|
2024
Q2 | $7.76M | Sell |
27,767
-13,835
| -33% | -$3.86M | 1.22% | 30 |
|
|
2024
Q1 | $11M | Buy |
41,602
+20,868
| +101% | +$5.51M | 0.99% | 33 |
|
|
2023
Q4 | $4.72M | Buy |
20,734
+138
| +0.7% | +$31.4K | 0.41% | 51 |
|
|
2023
Q3 | $4.9M | Sell |
20,596
-1,830
| -8% | -$435K | 0.39% | 54 |
|
|
2023
Q2 | $4.88M | Sell |
22,426
-823
| -4% | -$179K | 0.37% | 60 |
|
|
2023
Q1 | $4.71M | Buy |
23,249
+21,919
| +1,648% | +$4.44M | 0.31% | 61 |
|
|
2022
Q4 | $288K | Buy |
1,330
+944
| +245% | +$204K | 0.02% | 179 |
|
|
2022
Q3 | $84K | Hold |
386
| – | – | 0.01% | 303 |
|
|
2022
Q2 | $71K | Hold |
386
| – | – | ﹤0.01% | 341 |
|
|
2022
Q1 | $71K | Buy |
+386
| New | +$71K | ﹤0.01% | 347 |
|
|
2021
Q1 | – | Sell |
-284
| Closed | -$30K | – | 440 |
|
|
2020
Q4 | $30K | Buy |
+284
| New | +$30K | ﹤0.01% | 410 |
|