WhitTier Trust Company’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 | $5.19M | Buy |
13,833
+416
| +3% | +$156K | 0.12% | 154 |
|
|
2025
Q1 | $4.39M | Buy |
13,417
+452
| +3% | +$148K | 0.11% | 166 |
|
|
2024
Q4 | $4.23M | Buy |
12,965
+633
| +5% | +$207K | 0.1% | 167 |
|
|
2024
Q3 | $2.87M | Buy |
12,332
+495
| +4% | +$115K | 0.07% | 199 |
|
|
2024
Q2 | $3.31M | Buy |
11,837
+638
| +6% | +$178K | 0.09% | 178 |
|
|
2024
Q1 | $2.96M | Buy |
11,199
+11,112
| +12,772% | +$2.94M | 0.08% | 187 |
|
|
2023
Q4 | $19.8K | Sell |
87
-140
| -62% | -$31.9K | ﹤0.01% | 841 |
|
|
2023
Q3 | $53.9K | Sell |
227
-14
| -6% | -$3.33K | ﹤0.01% | 637 |
|
|
2023
Q2 | $52.4K | Buy |
241
+28
| +13% | +$6.09K | ﹤0.01% | 662 |
|
|
2023
Q1 | $43.1K | Buy |
213
+60
| +39% | +$12.1K | ﹤0.01% | 692 |
|
|
2022
Q4 | $33.1K | Sell |
153
-50
| -25% | -$10.8K | ﹤0.01% | 744 |
|
|
2022
Q3 | $44K | Buy |
203
+13
| +7% | +$2.82K | ﹤0.01% | 683 |
|
|
2022
Q2 | $35K | Buy |
190
+124
| +188% | +$22.8K | ﹤0.01% | 727 |
|
|
2022
Q1 | $12K | Buy |
+66
| New | +$12K | ﹤0.01% | 892 |
|