Voleon 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
$265K Sell
708
-12,348
-95% -$4.63M 0.01% 421
2025
Q1
$4.27M Buy
13,056
+6,096
+88% +$1.99M 0.33% 76
2024
Q4
$2.27M Buy
+6,960
New +$2.27M 0.17% 129
2019
Q4
Sell
-33,000
Closed -$2.7M 223
2019
Q3
$2.7M Buy
+33,000
New +$2.7M 0.21% 81