Winton 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 | $1.66M | Buy |
+4,428
| New | +$1.66M | 0.08% | 286 |
|
|
2025
Q1 | – | Sell |
-1,851
| Closed | -$604K | – | 744 |
|
|
2024
Q4 | $604K | Sell |
1,851
-971
| -34% | -$317K | 0.04% | 433 |
|
|
2024
Q3 | $656K | Buy |
+2,822
| New | +$656K | 0.05% | 397 |
|
|
2023
Q3 | – | Sell |
-13,684
| Closed | -$2.98M | – | 863 |
|
|
2023
Q2 | $2.98M | Buy |
+13,684
| New | +$2.98M | 0.25% | 82 |
|
|
2022
Q4 | – | Sell |
-3,281
| Closed | -$717K | – | 989 |
|
|
2022
Q3 | $717K | Buy |
3,281
+1,006
| +44% | +$220K | 0.05% | 526 |
|
|
2022
Q2 | $420K | Sell |
2,275
-1,485
| -39% | -$274K | 0.02% | 736 |
|
|
2022
Q1 | $687K | Buy |
3,760
+409
| +12% | +$74.7K | 0.04% | 587 |
|
|
2021
Q4 | $536K | Buy |
+3,351
| New | +$536K | 0.03% | 659 |
|
|
2021
Q3 | – | Sell |
-2,135
| Closed | -$288K | – | 1421 |
|
|
2021
Q2 | $288K | Sell |
2,135
-2,200
| -51% | -$297K | 0.02% | 1199 |
|
|
2021
Q1 | $616K | Sell |
4,335
-3,817
| -47% | -$542K | 0.04% | 757 |
|
|
2020
Q4 | $850K | Sell |
8,152
-17,333
| -68% | -$1.81M | 0.06% | 496 |
|
|
2020
Q3 | $1.95M | Buy |
25,485
+11,257
| +79% | +$863K | 0.06% | 537 |
|
|
2020
Q2 | $1.12M | Sell |
14,228
-650
| -4% | -$50.9K | 0.03% | 923 |
|
|
2020
Q1 | $810K | Sell |
14,878
-12,282
| -45% | -$669K | 0.02% | 875 |
|
|
2019
Q4 | $2.51M | Buy |
27,160
+12,219
| +82% | +$1.13M | 0.04% | 717 |
|
|
2019
Q3 | $1.22M | Buy |
14,941
+4,742
| +46% | +$388K | 0.01% | 748 |
|
|
2019
Q2 | $832K | Buy |
10,199
+143
| +1% | +$11.7K | 0.02% | 474 |
|
|
2019
Q1 | $700K | Buy |
10,056
+4,392
| +78% | +$306K | 0.01% | 455 |
|
|
2018
Q4 | $346K | Sell |
5,664
-2,036
| -26% | -$124K | 0.01% | 608 |
|
|
2018
Q3 | $497K | Buy |
7,700
+3,025
| +65% | +$195K | 0.01% | 628 |
|
|
2018
Q2 | $306K | Sell |
4,675
-1,035
| -18% | -$67.7K | 0.01% | 819 |
|
|
2018
Q1 | $349K | Buy |
+5,710
| New | +$349K | 0.01% | 919 |
|