Advisor OS’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
Q2 | $636K | Sell |
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|
2025
Q1 | $582K | Sell |
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|
2024
Q4 | $636K | Sell |
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|
2024
Q3 | $808K | Sell |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $949K | Buy |
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|
2022
Q4 | $928K | Sell |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $995K | Buy |
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|
2022
Q1 | $888K | Buy |
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|
2021
Q4 | $699K | Buy |
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|
2021
Q3 | $615K | Buy |
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|
2021
Q2 | $446K | Buy |
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|
2021
Q1 | $264K | Buy |
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