Vestcor Inc’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 | $1.08M | Sell |
2,890
-9
| -0.3% | -$3.38K | 0.03% | 467 |
|
|
2025
Q1 | $948K | Buy |
2,899
+61
| +2% | +$19.9K | 0.03% | 459 |
|
|
2024
Q4 | $927K | Buy |
2,838
+1,262
| +80% | +$412K | 0.03% | 473 |
|
|
2024
Q3 | $367K | Sell |
1,576
-2,485
| -61% | -$579K | 0.01% | 811 |
|
|
2024
Q2 | $1.13M | Hold |
4,061
| – | – | 0.04% | 400 |
|
|
2024
Q1 | $1.07M | Sell |
4,061
-901
| -18% | -$238K | 0.04% | 404 |
|
|
2023
Q4 | $1.13M | Buy |
4,962
+1,140
| +30% | +$259K | 0.04% | 411 |
|
|
2023
Q3 | $908K | Sell |
3,822
-267
| -7% | -$63.4K | 0.03% | 442 |
|
|
2023
Q2 | $889K | Sell |
4,089
-16
| -0.4% | -$3.48K | 0.03% | 459 |
|
|
2023
Q1 | $831K | Hold |
4,105
| – | – | 0.03% | 503 |
|
|
2022
Q4 | $887K | Buy |
4,105
+2,221
| +118% | +$480K | 0.03% | 504 |
|
|
2022
Q3 | $412K | Buy |
1,884
+20
| +1% | +$4.37K | 0.02% | 726 |
|
|
2022
Q2 | $344K | Buy |
+1,864
| New | +$344K | 0.01% | 778 |
|