Yarbrough Capital’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 | $555K | Sell |
1,481
-1,880
| -56% | -$705K | 0.02% | 119 |
|
|
2025
Q1 | $1.1M | Hold |
3,361
| – | – | 0.05% | 88 |
|
|
2024
Q4 | $1.1M | Hold |
3,361
| – | – | 0.04% | 90 |
|
|
2024
Q3 | $782K | Hold |
3,361
| – | – | 0.03% | 107 |
|
|
2024
Q2 | $939K | Hold |
3,361
| – | – | 0.04% | 93 |
|
|
2024
Q1 | $888K | Hold |
3,361
| – | – | 0.04% | 99 |
|
|
2023
Q4 | $765K | Hold |
3,361
| – | – | 0.04% | 103 |
|
|
2023
Q3 | $799K | Buy |
3,361
+1,481
| +79% | +$352K | 0.05% | 101 |
|
|
2023
Q2 | $409K | Buy |
+1,880
| New | +$409K | 0.02% | 153 |
|