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TwinBeech Capital’s LPL Financial LPLA Stock Holding History

TwinBeech Capital’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-133,319
Closed -$50M – 715
2025
Q2 		$50M Buy
+133,319
New +$46.7M 1.13% 15
2025
Q1 		– Sell
-16,217
Closed -$5.3M – 848
2024
Q4 		$5.3M Buy
16,217
+3,365
+26% +$995K 0.09% 213
2024
Q3 		$2.99M Sell
12,852
-2,960
-19% -$667K 0.06% 352
2024
Q2 		$4.42M Buy
+15,812
New +$4.29M 0.09% 242
2024
Q1 		– Sell
-62,154
Closed -$14.1M – 736
2023
Q4 		$14.1M Buy
+62,154
New +$14M 0.23% 134
2023
Q2 		– Sell
-177,972
Closed -$36M – 756
2023
Q1 		$36M Buy
177,972
+107,883
+154% +$24.7M 0.73% 28
2022
Q4 		$15.2M Buy
+70,089
New +$16.4M 0.29% 99
2021
Q3 		– Sell
-5,518
Closed -$745K – 681
2021
Q2 		$745K Buy
+5,518
New +$802K 0.09% 254
2020
Q1 		– Sell
-2,537
Closed -$234K – 397
2019
Q4 		$234K Buy
+2,537
New +$218K 0.07% 332

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