TownSquare Capital’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 | $2.22M | Sell |
5,930
-11,789
| -67% | -$4.42M | 0.22% | 102 |
|
|
2025
Q1 | $5.8M | Buy |
17,719
+2,187
| +14% | +$715K | 0.06% | 293 |
|
|
2024
Q4 | $5.07M | Buy |
15,532
+4,968
| +47% | +$1.62M | 0.06% | 307 |
|
|
2024
Q3 | $2.46M | Buy |
10,564
+1,328
| +14% | +$309K | 0.03% | 497 |
|
|
2024
Q2 | $2.58M | Buy |
9,236
+3,719
| +67% | +$1.04M | 0.04% | 436 |
|
|
2024
Q1 | $1.46M | Buy |
5,517
+1,370
| +33% | +$362K | 0.02% | 554 |
|
|
2023
Q4 | $944K | Buy |
4,147
+714
| +21% | +$163K | 0.02% | 615 |
|
|
2023
Q3 | $816K | Buy |
3,433
+617
| +22% | +$147K | 0.01% | 615 |
|
|
2023
Q2 | $612K | Buy |
2,816
+344
| +14% | +$74.8K | 0.01% | 705 |
|
|
2023
Q1 | $500K | Buy |
2,472
+387
| +19% | +$78.3K | 0.01% | 671 |
|
|
2022
Q4 | $451K | Sell |
2,085
-3,715
| -64% | -$803K | 0.01% | 668 |
|
|
2022
Q3 | $1.27M | Buy |
5,800
+957
| +20% | +$209K | 0.04% | 321 |
|
|
2022
Q2 | $893K | Buy |
4,843
+510
| +12% | +$94K | 0.03% | 356 |
|
|
2022
Q1 | $792K | Buy |
4,333
+639
| +17% | +$117K | 0.02% | 394 |
|
|
2021
Q4 | $591K | Buy |
3,694
+1,547
| +72% | +$248K | 0.01% | 444 |
|
|
2021
Q3 | $337K | Buy |
+2,147
| New | +$337K | 0.01% | 533 |
|