Activest Wealth Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5K | Buy |
12
+11
| +1,100% | +$4.13K | ﹤0.01% | 566 |
|
|
2025
Q1 | $327 | Hold |
1
| – | – | ﹤0.01% | 896 |
|
|
2024
Q4 | $327 | Buy |
+1
| New | +$327 | ﹤0.01% | 582 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 684 |
|
|
2024
Q2 | – | Sell |
-23
| Closed | -$6.08K | – | 627 |
|
|
2024
Q1 | $6.08K | Buy |
+23
| New | +$6.08K | ﹤0.01% | 245 |
|