ZCA
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Zeke Capital Advisors’s LPL Financial LPLA Stock Holding History

Zeke Capital Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,954
Closed -$427K – 516
2022
Q3 		$427K Sell
1,954
-402
-17% -$85.5K 0.03% 237
2022
Q2 		$435K Sell
2,356
-141
-6% -$26.8K 0.03% 244
2022
Q1 		$456K Sell
2,497
-146
-6% -$25.4K 0.02% 248
2021
Q4 		$423K Sell
2,643
-4
-0.2% -$660 0.02% 174
2021
Q3 		$415K Buy
2,647
+406
+18% +$58.3K 0.02% 164
2021
Q2 		$302K Buy
2,241
+4
+0.2% +$582 0.02% 225
2021
Q1 		$318K Hold
2,237
– – 0.02% 199
2020
Q4 		$233K Buy
+2,237
New +$201K 0.02% 245
2020
Q1 		– Sell
-5,970
Closed -$551K – 399
2019
Q4 		$551K Sell
5,970
-22
-0.4% -$1.89K 0.05% 353
2019
Q3 		$491K Sell
5,992
-1,387
-19% -$111K 0.04% 359
2019
Q2 		$602K Sell
7,379
-784
-10% -$62K 0.06% 311
2019
Q1 		$569K Sell
8,163
-10,702
-57% -$771K 0.05% 328
2018
Q4 		$1.15M Buy
18,865
+1,376
+8% +$83.9K 0.11% 175
2018
Q3 		$1.13M Buy
+17,489
New +$1.16M 0.09% 218

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