Winmill & Co’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14M | Sell |
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|
2025
Q4 | $17.5M | Hold |
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|
2025
Q3 | $16.3M | Hold |
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|
2025
Q2 | $18.3M | Hold |
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|
2025
Q1 | $16M | Hold |
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|
2024
Q4 | $16M | Hold |
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|
2024
Q3 | $11.4M | Buy |
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|
2024
Q2 | $6.89M | Hold |
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|
2024
Q1 | $6.52M | Hold |
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|
2023
Q4 | $5.61M | Hold |
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|
2023
Q3 | $5.86M | Buy |
|