Y-Intercept (HK)’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 | $2.03M | Buy |
+5,424
| New | +$2.03M | 0.05% | 593 |
|
|
2024
Q2 | – | Sell |
-2,451
| Closed | -$648K | – | 1684 |
|
|
2024
Q1 | $648K | Buy |
2,451
+526
| +27% | +$139K | 0.05% | 583 |
|
|
2023
Q4 | $438K | Buy |
+1,925
| New | +$438K | 0.04% | 660 |
|
|
2023
Q2 | – | Sell |
-1,976
| Closed | -$400K | – | 1533 |
|
|
2023
Q1 | $400K | Buy |
+1,976
| New | +$400K | 0.05% | 642 |
|
|
2022
Q1 | – | Sell |
-2,343
| Closed | -$375K | – | 849 |
|
|
2021
Q4 | $375K | Buy |
+2,343
| New | +$375K | 0.09% | 329 |
|