XTX Topco’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 | – | Sell |
-9,355
| Closed | -$3.06M | – | 2830 |
|
|
2025
Q1 | $3.06M | Buy |
+9,355
| New | +$3.06M | 0.16% | 116 |
|
|
2024
Q2 | – | Sell |
-2,360
| Closed | -$624K | – | 2201 |
|
|
2024
Q1 | $624K | Buy |
2,360
+207
| +10% | +$54.7K | 0.08% | 358 |
|
|
2023
Q4 | $490K | Buy |
+2,153
| New | +$490K | 0.11% | 275 |
|
|
2023
Q2 | – | Sell |
-1,478
| Closed | -$299K | – | 1640 |
|
|
2023
Q1 | $299K | Sell |
1,478
-1,446
| -49% | -$293K | 0.06% | 652 |
|
|
2022
Q4 | $632K | Sell |
2,924
-485
| -14% | -$105K | 0.13% | 203 |
|
|
2022
Q3 | $745K | Buy |
+3,409
| New | +$745K | 0.18% | 100 |
|
|
2022
Q1 | – | Sell |
-1,730
| Closed | -$277K | – | 837 |
|
|
2021
Q4 | $277K | Sell |
1,730
-1,664
| -49% | -$266K | 0.16% | 231 |
|
|
2021
Q3 | $532K | Sell |
3,394
-1,314
| -28% | -$206K | 0.18% | 173 |
|
|
2021
Q2 | $635K | Buy |
+4,708
| New | +$635K | 0.21% | 114 |
|