Twin Tree 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 | – | Hold |
0
| – | – | – | 715 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 774 |
|
|
2024
Q4 | – | Sell |
-2,124
| Closed | -$494K | – | 729 |
|
|
2024
Q3 | $494K | Buy |
+2,124
| New | +$494K | ﹤0.01% | 372 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 690 |
|
|
2024
Q1 | – | Sell |
-10,014
| Closed | -$2.28M | – | 638 |
|
|
2023
Q4 | $2.28M | Buy |
+10,014
| New | +$2.28M | ﹤0.01% | 310 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 605 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 637 |
|
|
2022
Q3 | – | Sell |
-3,516
| Closed | -$649K | – | 646 |
|
|
2022
Q2 | $649K | Sell |
3,516
-9,212
| -72% | -$1.7M | ﹤0.01% | 448 |
|
|
2022
Q1 | $2.33M | Buy |
+12,728
| New | +$2.33M | ﹤0.01% | 372 |
|
|
2021
Q3 | – | Sell |
-855
| Closed | -$115K | – | 795 |
|
|
2021
Q2 | $115K | Buy |
855
+833
| +3,786% | +$112K | ﹤0.01% | 500 |
|
|
2021
Q1 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 517 |
|
|
2020
Q3 | – | Sell |
-1,051
| Closed | -$82K | – | 685 |
|
|
2020
Q2 | $82K | Buy |
+1,051
| New | +$82K | ﹤0.01% | 458 |
|
|
2019
Q4 | – | Sell |
-1,590
| Closed | -$130K | – | 694 |
|
|
2019
Q3 | $130K | Buy |
1,590
+905
| +132% | +$74K | ﹤0.01% | 359 |
|
|
2019
Q2 | $56K | Buy |
+685
| New | +$56K | ﹤0.01% | 405 |
|
|
2018
Q3 | – | Sell |
-1,334
| Closed | -$87K | – | 575 |
|
|
2018
Q2 | $87K | Buy |
+1,334
| New | +$87K | ﹤0.01% | 447 |
|