University of Texas/Texas AM Investment Management Co (UTIMCO)’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
-463
Closed -$151K 177
2025
Q1
$151K Buy
+463
New +$151K 0.03% 104
2024
Q1
Sell
-3,744
Closed -$852K 190
2023
Q4
$852K Buy
+3,744
New +$852K 0.23% 42