ACT Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $689K | Hold |
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|
2023
Q2 | $631K | Hold |
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|
2023
Q1 | $587K | Buy |
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|
2022
Q4 | $216K | Sell |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $320K | Hold |
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|
2021
Q3 | $314K | Hold |
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|
2021
Q2 | $274K | Hold |
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|
2021
Q1 | $305K | Hold |
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|
2020
Q4 | $208K | Buy |
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