Versant Capital 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 | $91.5K | Buy |
244
+63
| +35% | +$23.6K | 0.01% | 706 |
|
|
2025
Q1 | $59.2K | Buy |
181
+167
| +1,193% | +$54.6K | 0.01% | 803 |
|
|
2024
Q4 | $4.57K | Buy |
14
+2
| +17% | +$653 | ﹤0.01% | 1798 |
|
|
2024
Q3 | $2.79K | Sell |
12
-57
| -83% | -$13.3K | ﹤0.01% | 1474 |
|
|
2024
Q2 | $19.3K | Buy |
69
+61
| +763% | +$17K | ﹤0.01% | 734 |
|
|
2024
Q1 | $2.11K | Hold |
8
| – | – | ﹤0.01% | 1328 |
|
|
2023
Q4 | $1.82K | Sell |
8
-17
| -68% | -$3.87K | ﹤0.01% | 1314 |
|
|
2023
Q3 | $5.94K | Hold |
25
| – | – | ﹤0.01% | 914 |
|
|
2023
Q2 | $5.44K | Buy |
25
+4
| +19% | +$870 | ﹤0.01% | 1011 |
|
|
2023
Q1 | $4.25K | Buy |
+21
| New | +$4.25K | ﹤0.01% | 1000 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 1446 |
|
|
2020
Q1 | – | Sell |
-4
| Closed | – | – | 1522 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1483 |
|
|
2019
Q3 | $0 | Sell |
4
-2
| -33% | – | ﹤0.01% | 1493 |
|
|
2019
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1571 |
|
|
2019
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1665 |
|
|
2018
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1578 |
|
|
2018
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1598 |
|
|
2018
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1591 |
|
|
2018
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1584 |
|
|
2017
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1593 |
|
|
2017
Q3 | $0 | Sell |
6
-7
| -54% | – | ﹤0.01% | 1515 |
|
|
2017
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 1495 |
|
|
2017
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 1493 |
|
|
2016
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 1464 |
|
|
2016
Q3 | $0 | Sell |
13
-13
| -50% | – | ﹤0.01% | 1440 |
|
|
2016
Q2 | $0 | Sell |
26
-49
| -65% | – | ﹤0.01% | 1397 |
|
|
2016
Q1 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 1249 |
|