Y-Intercept (HK)’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$245K Sell
2025
Q2
$2.03M Buy
2024
Q2
Sell
2024
Q1
$648K Buy
2023
Q4
$438K Buy
2023
Q2
Sell
2023
Q1
$400K Buy
2022
Q1
Sell
2021
Q4
$375K Buy