Westwood Holdings Group’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 |
-55,121
| Closed | -$18M | – | 481 |
|
|
2025
Q1 | $18M | Sell |
55,121
-15,155
| -22% | -$4.96M | 0.14% | 173 |
|
|
2024
Q4 | $22.9M | Buy |
70,276
+11,844
| +20% | +$3.87M | 0.18% | 160 |
|
|
2024
Q3 | $13.6M | Buy |
+58,432
| New | +$13.6M | 0.06% | 234 |
|
|
2022
Q4 | – | Sell |
-27,453
| Closed | -$6M | – | 584 |
|
|
2022
Q3 | $6M | Sell |
27,453
-39,084
| -59% | -$8.54M | 0.07% | 196 |
|
|
2022
Q2 | $12.3M | Buy |
66,537
+8,524
| +15% | +$1.57M | 0.13% | 170 |
|
|
2022
Q1 | $10.6M | Buy |
+58,013
| New | +$10.6M | 0.1% | 194 |
|