Tortoise Investment 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 | $1.5K | Buy |
+4
| New | +$1.5K | ﹤0.01% | 860 |
|
|
2025
Q1 | – | Sell |
-266
| Closed | -$86.9K | – | 850 |
|
|
2024
Q4 | $86.9K | Buy |
266
+116
| +77% | +$37.9K | 0.01% | 330 |
|
|
2024
Q3 | $34.9K | Buy |
150
+19
| +15% | +$4.42K | ﹤0.01% | 471 |
|
|
2024
Q2 | $36.6K | Buy |
131
+56
| +75% | +$15.6K | ﹤0.01% | 434 |
|
|
2024
Q1 | $19.8K | Buy |
+75
| New | +$19.8K | ﹤0.01% | 510 |
|