Vinva Investment 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 | – | Sell |
-3,721
| Closed | -$1.25M | – | 427 |
|
|
2025
Q1 | $1.25M | Buy |
3,721
+2,856
| +330% | +$962K | 0.05% | 258 |
|
|
2024
Q4 | $283K | Sell |
865
-2,313
| -73% | -$756K | 0.01% | 385 |
|
|
2024
Q3 | $734K | Buy |
3,178
+393
| +14% | +$90.7K | 0.03% | 337 |
|
|
2024
Q2 | $770K | Buy |
2,785
+773
| +38% | +$214K | 0.04% | 316 |
|
|
2024
Q1 | $532K | Buy |
2,012
+829
| +70% | +$219K | 0.03% | 364 |
|
|
2023
Q4 | $270K | Buy |
+1,183
| New | +$270K | 0.02% | 375 |
|
|
2023
Q2 | – | Sell |
-5,019
| Closed | -$998K | – | 402 |
|
|
2023
Q1 | $998K | Buy |
+5,019
| New | +$998K | 0.08% | 247 |
|