Wolverine Trading’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 | $1.12M | Sell |
3,076
-6,505
| -68% | -$2.37M | ﹤0.01% | 383 |
|
|
2025
Q1 | $3.23M | Buy |
9,581
+8,704
| +992% | +$2.93M | ﹤0.01% | 131 |
|
|
2024
Q4 | $287K | Buy |
+877
| New | +$287K | ﹤0.01% | 1072 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 1856 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 1817 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1774 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1790 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1732 |
|
|
2023
Q2 | – | Sell |
-1,404
| Closed | -$279K | – | 1667 |
|
|
2023
Q1 | $279K | Sell |
1,404
-887
| -39% | -$176K | ﹤0.01% | 709 |
|
|
2022
Q4 | $495K | Buy |
+2,291
| New | +$495K | ﹤0.01% | 466 |
|
|
2022
Q3 | – | Sell |
-3,406
| Closed | -$635K | – | 1799 |
|
|
2022
Q2 | $635K | Sell |
3,406
-2,571
| -43% | -$479K | ﹤0.01% | 456 |
|
|
2022
Q1 | $1.11M | Buy |
+5,977
| New | +$1.11M | ﹤0.01% | 442 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 2357 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 2284 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1679 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 1721 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1735 |
|
|
2019
Q2 | – | Sell |
-3,951
| Closed | -$275K | – | 1667 |
|
|
2019
Q1 | $275K | Buy |
+3,951
| New | +$275K | ﹤0.01% | 833 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1752 |
|
|
2018
Q3 | – | Sell |
-10,277
| Closed | -$628K | – | 1949 |
|
|
2018
Q2 | $628K | Hold |
10,277
| – | – | ﹤0.01% | 599 |
|
|
2018
Q1 | $628K | Sell |
10,277
-648
| -6% | -$39.6K | ﹤0.01% | 599 |
|
|
2017
Q4 | $624K | Buy |
+10,925
| New | +$624K | ﹤0.01% | 792 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1658 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 1639 |
|
|
2017
Q1 | – | Sell |
-18,980
| Closed | -$668K | – | 1671 |
|
|
2016
Q4 | $668K | Buy |
18,980
+10,787
| +132% | +$380K | ﹤0.01% | 465 |
|
|
2016
Q3 | $235K | Buy |
+8,193
| New | +$235K | ﹤0.01% | 788 |
|