Trust Company of Vermont’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 |
-5
| Closed | -$1.64K | – | 1122 |
|
|
2025
Q1 | $1.64K | Hold |
5
| – | – | ﹤0.01% | 951 |
|
|
2024
Q4 | $1.63K | Hold |
5
| – | – | ﹤0.01% | 973 |
|
|
2024
Q3 | $1.16K | Sell |
5
-38
| -88% | -$8.84K | ﹤0.01% | 983 |
|
|
2024
Q2 | $12K | Buy |
+43
| New | +$12K | ﹤0.01% | 675 |
|
|
2023
Q4 | – | Sell |
-54
| Closed | -$12.8K | – | 860 |
|
|
2023
Q3 | $12.8K | Buy |
+54
| New | +$12.8K | ﹤0.01% | 619 |
|
|
2022
Q4 | – | Sell |
-33
| Closed | -$7K | – | 939 |
|
|
2022
Q3 | $7K | Buy |
+33
| New | +$7K | ﹤0.01% | 785 |
|