Yousif Capital Management’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 | $676K | Buy |
1,803
+5
| +0.3% | +$1.88K | 0.01% | 1323 |
|
|
2025
Q1 | $588K | Buy |
1,798
+15
| +0.8% | +$4.91K | 0.01% | 1375 |
|
|
2024
Q4 | $582K | Buy |
1,783
+86
| +5% | +$28.1K | 0.01% | 1416 |
|
|
2024
Q3 | $395K | Buy |
1,697
+50
| +3% | +$11.6K | ﹤0.01% | 1603 |
|
|
2024
Q2 | $460K | Sell |
1,647
-46
| -3% | -$12.8K | 0.01% | 1505 |
|
|
2024
Q1 | $447K | Buy |
1,693
+94
| +6% | +$24.8K | 0.01% | 1561 |
|
|
2023
Q4 | $364K | Sell |
1,599
-52
| -3% | -$11.8K | ﹤0.01% | 1679 |
|
|
2023
Q3 | $392K | Buy |
1,651
+40
| +2% | +$9.51K | 0.01% | 1601 |
|
|
2023
Q2 | $350K | Sell |
1,611
-109
| -6% | -$23.7K | ﹤0.01% | 1652 |
|
|
2023
Q1 | $348K | Sell |
1,720
-85
| -5% | -$17.2K | ﹤0.01% | 1643 |
|
|
2022
Q4 | $390K | Buy |
1,805
+110
| +6% | +$23.8K | 0.01% | 1598 |
|
|
2022
Q3 | $370K | Sell |
1,695
-354
| -17% | -$77.3K | 0.01% | 1633 |
|
|
2022
Q2 | $378K | Sell |
2,049
-375
| -15% | -$69.2K | 0.01% | 1655 |
|
|
2022
Q1 | $443K | Buy |
2,424
+85
| +4% | +$15.5K | ﹤0.01% | 1691 |
|
|
2021
Q4 | $374K | Buy |
+2,339
| New | +$374K | ﹤0.01% | 1753 |
|