Yorktown Management & Research Company’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 | $1.98M | Hold |
5,290
| – | – | 1.89% | 2 |
|
|
2025
Q1 | $1.73M | Sell |
5,290
-400
| -7% | -$131K | 1.88% | 1 |
|
|
2024
Q4 | $1.86M | Hold |
5,690
| – | – | 1.79% | 1 |
|
|
2024
Q3 | $1.32M | Hold |
5,690
| – | – | 1.36% | 3 |
|
|
2024
Q2 | $1.59M | Hold |
5,690
| – | – | 1.71% | 2 |
|
|
2024
Q1 | $1.5M | Hold |
5,690
| – | – | 1.43% | 3 |
|
|
2023
Q4 | $1.3M | Sell |
5,690
-2,300
| -29% | -$524K | 1.35% | 4 |
|
|
2023
Q3 | $1.9M | Sell |
7,990
-410
| -5% | -$97.4K | 2.14% | 1 |
|
|
2023
Q2 | $1.83M | Sell |
8,400
-2,300
| -21% | -$500K | 1.96% | 1 |
|
|
2023
Q1 | $2.17M | Hold |
10,700
| – | – | 2.34% | 1 |
|
|
2022
Q4 | $2.31M | Sell |
10,700
-1,300
| -11% | -$281K | 2.83% | 1 |
|
|
2022
Q3 | $2.62M | Hold |
12,000
| – | – | 3.4% | 1 |
|
|
2022
Q2 | $2.21M | Sell |
12,000
-200
| -2% | -$36.9K | 2.86% | 1 |
|
|
2022
Q1 | $2.23M | Sell |
12,200
-5,500
| -31% | -$1M | 1.89% | 1 |
|
|
2021
Q4 | $2.83M | Buy |
17,700
+2,000
| +13% | +$320K | 1.91% | 3 |
|
|
2021
Q3 | $2.46M | Buy |
15,700
+500
| +3% | +$78.4K | 1.85% | 2 |
|
|
2021
Q2 | $2.05M | Sell |
15,200
-500
| -3% | -$67.5K | 1.61% | 4 |
|
|
2021
Q1 | $2.23M | Buy |
15,700
+500
| +3% | +$71.1K | 1.85% | 2 |
|
|
2020
Q4 | $1.58M | Sell |
15,200
-500
| -3% | -$52.1K | 1.43% | 5 |
|
|
2020
Q3 | $1.2M | Buy |
+15,700
| New | +$1.2M | 1.13% | 7 |
|
|
2020
Q1 | – | Sell |
-16,300
| Closed | -$1.5M | – | 281 |
|
|
2019
Q4 | $1.5M | Buy |
16,300
+400
| +3% | +$36.9K | 0.81% | 10 |
|
|
2019
Q3 | $1.3M | Hold |
15,900
| – | – | 0.7% | 11 |
|
|
2019
Q2 | $1.3M | Buy |
15,900
+873
| +6% | +$71.2K | 0.49% | 42 |
|
|
2019
Q1 | $1.05M | Hold |
15,027
| – | – | 0.34% | 72 |
|
|
2018
Q4 | $918K | Buy |
15,027
+637
| +4% | +$38.9K | 0.3% | 85 |
|
|
2018
Q3 | $928K | Sell |
14,390
-16,106
| -53% | -$1.04M | 0.27% | 108 |
|
|
2018
Q2 | $2M | Sell |
30,496
-6,319
| -17% | -$414K | 0.58% | 39 |
|
|
2018
Q1 | $2.25M | Buy |
36,815
+4,900
| +15% | +$299K | 0.67% | 30 |
|
|
2017
Q4 | $1.82M | Buy |
31,915
+25,415
| +391% | +$1.45M | 0.53% | 41 |
|
|
2017
Q3 | $335K | Buy |
+6,500
| New | +$335K | 0.09% | 191 |
|