Yousif Capital Management’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 | $568K | Sell |
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|
2025
Q2 | $676K | Buy |
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|
2025
Q1 | $588K | Buy |
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|
2024
Q4 | $582K | Buy |
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|
2024
Q3 | $395K | Buy |
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|
2024
Q2 | $460K | Sell |
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|
2024
Q1 | $447K | Buy |
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|
2023
Q4 | $364K | Sell |
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|
2023
Q3 | $392K | Buy |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $348K | Sell |
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|
2022
Q4 | $390K | Buy |
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|
2022
Q3 | $370K | Sell |
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|
2022
Q2 | $378K | Sell |
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|
2022
Q1 | $443K | Buy |
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|
2021
Q4 | $374K | Buy |
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