Weiss Asset 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 |
-12,500
| Closed | -$4.09M | – | 473 |
|
|
2025
Q1 | $4.09M | Buy |
+12,500
| New | +$4.09M | 0.08% | 114 |
|
|
2024
Q4 | – | Sell |
-17,226
| Closed | -$4.01M | – | 753 |
|
|
2024
Q3 | $4.01M | Buy |
+17,226
| New | +$4.01M | 0.09% | 215 |
|
|
2023
Q2 | – | Sell |
-19,700
| Closed | -$3.99M | – | 263 |
|
|
2023
Q1 | $3.99M | Sell |
19,700
-300
| -2% | -$60.7K | 0.26% | 80 |
|
|
2022
Q4 | $4.32M | Buy |
+20,000
| New | +$4.32M | 0.18% | 140 |
|