TwinBeech 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 | $50M | Buy |
+133,319
| New | +$50M | 1.13% | 15 |
|
|
2025
Q1 | – | Sell |
-16,217
| Closed | -$5.3M | – | 848 |
|
|
2024
Q4 | $5.3M | Buy |
16,217
+3,365
| +26% | +$1.1M | 0.09% | 213 |
|
|
2024
Q3 | $2.99M | Sell |
12,852
-2,960
| -19% | -$689K | 0.06% | 352 |
|
|
2024
Q2 | $4.42M | Buy |
+15,812
| New | +$4.42M | 0.09% | 242 |
|
|
2024
Q1 | – | Sell |
-62,154
| Closed | -$14.1M | – | 736 |
|
|
2023
Q4 | $14.1M | Buy |
+62,154
| New | +$14.1M | 0.23% | 134 |
|
|
2023
Q2 | – | Sell |
-177,972
| Closed | -$36M | – | 756 |
|
|
2023
Q1 | $36M | Buy |
177,972
+107,883
| +154% | +$21.8M | 0.73% | 28 |
|
|
2022
Q4 | $15.2M | Buy |
+70,089
| New | +$15.2M | 0.29% | 99 |
|
|
2021
Q3 | – | Sell |
-5,518
| Closed | -$745K | – | 681 |
|
|
2021
Q2 | $745K | Buy |
+5,518
| New | +$745K | 0.09% | 254 |
|
|
2020
Q1 | – | Sell |
-2,537
| Closed | -$234K | – | 397 |
|
|
2019
Q4 | $234K | Buy |
+2,537
| New | +$234K | 0.07% | 332 |
|