Advisornet Financial’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 | $10.1K | Sell |
27
-11
| -29% | -$4.13K | ﹤0.01% | 1454 |
|
2025
Q1 | $12.4K | Buy |
38
+18
| +90% | +$5.89K | ﹤0.01% | 1324 |
|
2024
Q4 | $6.53K | Sell |
20
-18
| -47% | -$5.88K | ﹤0.01% | 1407 |
|
2024
Q3 | $8.84K | Sell |
38
-32
| -46% | -$7.44K | ﹤0.01% | 1438 |
|
2024
Q2 | $19.6K | Sell |
70
-15
| -18% | -$4.19K | ﹤0.01% | 1089 |
|
2024
Q1 | $22.5K | Buy |
85
+73
| +608% | +$19.3K | ﹤0.01% | 1042 |
|
2023
Q4 | $2.73K | Buy |
+12
| New | +$2.73K | ﹤0.01% | 1625 |
|
2023
Q3 | – | Sell |
-48
| Closed | -$10.4K | – | 2363 |
|
2023
Q2 | $10.4K | Sell |
48
-13
| -21% | -$2.83K | ﹤0.01% | 1311 |
|
2023
Q1 | $12.3K | Sell |
61
-5
| -8% | -$1.01K | ﹤0.01% | 1242 |
|
2022
Q4 | $14.3K | Buy |
66
+17
| +35% | +$3.68K | ﹤0.01% | 1183 |
|
2022
Q3 | $11K | Hold |
49
| – | – | ﹤0.01% | 1294 |
|
2022
Q2 | $9K | Buy |
49
+44
| +880% | +$8.08K | ﹤0.01% | 1368 |
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1893 |
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1926 |
|