Voloridge 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 | $6.17M | Sell |
16,446
-113,862
| -87% | -$42.7M | 0.02% | 700 |
|
|
2025
Q1 | $42.6M | Buy |
130,308
+127,862
| +5,227% | +$41.8M | 0.16% | 183 |
|
|
2024
Q4 | $799K | Buy |
+2,446
| New | +$799K | ﹤0.01% | 1065 |
|
|
2023
Q3 | – | Sell |
-13,135
| Closed | -$2.86M | – | 1517 |
|
|
2023
Q2 | $2.86M | Sell |
13,135
-60,836
| -82% | -$13.2M | 0.01% | 874 |
|
|
2023
Q1 | $15M | Sell |
73,971
-49,570
| -40% | -$10M | 0.07% | 352 |
|
|
2022
Q4 | $26.7M | Buy |
+123,541
| New | +$26.7M | 0.15% | 201 |
|
|
2021
Q4 | – | Sell |
-65,412
| Closed | -$10.3M | – | 1722 |
|
|
2021
Q3 | $10.3M | Sell |
65,412
-55,947
| -46% | -$8.77M | 0.07% | 427 |
|
|
2021
Q2 | $16.4M | Sell |
121,359
-9,075
| -7% | -$1.22M | 0.11% | 236 |
|
|
2021
Q1 | $18.5M | Buy |
130,434
+49,737
| +62% | +$7.07M | 0.14% | 197 |
|
|
2020
Q4 | $8.41M | Buy |
80,697
+56,323
| +231% | +$5.87M | 0.07% | 321 |
|
|
2020
Q3 | $1.87M | Sell |
24,374
-919
| -4% | -$70.5K | 0.02% | 742 |
|
|
2020
Q2 | $1.98M | Sell |
25,293
-16,781
| -40% | -$1.32M | 0.02% | 622 |
|
|
2020
Q1 | $2.29M | Buy |
+42,074
| New | +$2.29M | 0.07% | 315 |
|
|
2019
Q3 | – | Sell |
-38,864
| Closed | -$3.17M | – | 1152 |
|
|
2019
Q2 | $3.17M | Buy |
38,864
+829
| +2% | +$67.6K | 0.09% | 242 |
|
|
2019
Q1 | $2.65M | Buy |
+38,035
| New | +$2.65M | 0.08% | 244 |
|
|
2018
Q3 | – | Sell |
-107,925
| Closed | -$7.07M | – | 396 |
|
|
2018
Q2 | $7.07M | Buy |
107,925
+101,621
| +1,612% | +$6.66M | 0.19% | 123 |
|
|
2018
Q1 | $385K | Sell |
6,304
-254
| -4% | -$15.5K | 0.01% | 434 |
|
|
2017
Q4 | $375K | Sell |
6,558
-49,729
| -88% | -$2.84M | 0.01% | 439 |
|
|
2017
Q3 | $2.9M | Buy |
+56,287
| New | +$2.9M | 0.06% | 245 |
|
|
2017
Q2 | – | Sell |
-35,977
| Closed | -$1.43M | – | 502 |
|
|
2017
Q1 | $1.43M | Sell |
35,977
-8,965
| -20% | -$357K | 0.03% | 349 |
|
|
2016
Q4 | $1.58M | Buy |
+44,942
| New | +$1.58M | 0.03% | 437 |
|