Two Sigma Securities’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-993
| Closed | -$324K | – | 1796 |
|
|
2024
Q4 | $324K | Sell |
993
-1,129
| -53% | -$369K | 0.04% | 482 |
|
|
2024
Q3 | $494K | Buy |
+2,122
| New | +$494K | 0.01% | 456 |
|
|
2024
Q2 | – | Sell |
-1,837
| Closed | -$485K | – | 1887 |
|
|
2024
Q1 | $485K | Buy |
1,837
+110
| +6% | +$29.1K | ﹤0.01% | 453 |
|
|
2023
Q4 | $393K | Buy |
+1,727
| New | +$393K | ﹤0.01% | 487 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1729 |
|
|
2023
Q2 | – | Sell |
-5,483
| Closed | -$1.11M | – | 1635 |
|
|
2023
Q1 | $1.11M | Buy |
5,483
+3,941
| +256% | +$798K | 0.02% | 198 |
|
|
2022
Q4 | $333K | Buy |
1,542
+415
| +37% | +$89.7K | 0.01% | 498 |
|
|
2022
Q3 | $246K | Sell |
1,127
-139
| -11% | -$30.3K | 0.01% | 696 |
|
|
2022
Q2 | $234K | Buy |
+1,266
| New | +$234K | 0.01% | 646 |
|
|
2021
Q1 | – | Sell |
-2,688
| Closed | -$280K | – | 882 |
|
|
2020
Q4 | $280K | Buy |
+2,688
| New | +$280K | 0.01% | 334 |
|
|
2017
Q3 | – | Sell |
-5,121
| Closed | -$217K | – | 1048 |
|
|
2017
Q2 | $217K | Buy |
+5,121
| New | +$217K | 0.04% | 514 |
|