Winmill & Co’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 | $18.3M | Hold |
48,860
| – | – | 5.09% | 4 |
|
|
2025
Q1 | $16M | Hold |
48,860
| – | – | 4.86% | 5 |
|
|
2024
Q4 | $16M | Hold |
48,860
| – | – | 5.16% | 5 |
|
|
2024
Q3 | $11.4M | Buy |
48,860
+24,200
| +98% | +$5.63M | 3.82% | 11 |
|
|
2024
Q2 | $6.89M | Hold |
24,660
| – | – | 2.35% | 19 |
|
|
2024
Q1 | $6.52M | Hold |
24,660
| – | – | 1.85% | 25 |
|
|
2023
Q4 | $5.61M | Hold |
24,660
| – | – | 1.8% | 25 |
|
|
2023
Q3 | $5.86M | Buy |
+24,660
| New | +$5.86M | 2.15% | 19 |
|