Virtu Financial’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 | $2.73M | Buy |
+7,272
| New | +$2.73M | 0.14% | 115 |
|
2025
Q1 | – | Sell |
-798
| Closed | -$260K | – | 1736 |
|
2024
Q4 | $260K | Buy |
+798
| New | +$260K | 0.01% | 770 |
|
2023
Q4 | – | Sell |
-1,310
| Closed | -$311K | – | 1823 |
|
2023
Q3 | $311K | Buy |
+1,310
| New | +$311K | 0.03% | 492 |
|
2023
Q2 | – | Sell |
-6,126
| Closed | -$1.24M | – | 1804 |
|
2023
Q1 | $1.24M | Buy |
+6,126
| New | +$1.24M | 0.13% | 153 |
|
2022
Q4 | – | Sell |
-1,911
| Closed | -$417K | – | 1926 |
|
2022
Q3 | $417K | Buy |
+1,911
| New | +$417K | 0.04% | 482 |
|
2022
Q1 | – | Sell |
-2,695
| Closed | -$431K | – | 1787 |
|
2021
Q4 | $431K | Buy |
+2,695
| New | +$431K | 0.04% | 439 |
|
2021
Q2 | – | Sell |
-3,863
| Closed | -$549K | – | 1818 |
|
2021
Q1 | $549K | Sell |
3,863
-1,830
| -32% | -$260K | 0.04% | 477 |
|
2020
Q4 | $593K | Buy |
+5,693
| New | +$593K | 0.06% | 385 |
|
2018
Q2 | – | Sell |
-4,156
| Closed | -$254K | – | 2279 |
|
2018
Q1 | $254K | Buy |
+4,156
| New | +$254K | 0.01% | 1177 |
|