Advisory Services Network’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
Q3 | $239K | Buy |
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|
2025
Q2 | $222K | Sell |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $555K | Sell |
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|
2024
Q3 | $2.87M | Hold |
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|
2024
Q2 | $2.87M | Buy |
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|
2024
Q1 | $2.15M | Sell |
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|
2023
Q4 | $1.9M | Buy |
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|
2023
Q3 | $1.94M | Sell |
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|
2023
Q2 | $2.08M | Buy |
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|
2023
Q1 | $1.94M | Buy |
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|
2022
Q4 | $1.82M | Buy |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $834K | Buy |
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|
2022
Q1 | $287K | Sell |
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|
2021
Q4 | $302K | Buy |
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|
2021
Q3 | $296K | Buy |
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|
2021
Q2 | $250K | Sell |
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|
2021
Q1 | $306K | Hold |
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|
2020
Q4 | $224K | Sell |
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|
2020
Q3 | $168K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $118K | Buy |
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|
2019
Q4 | $21K | Sell |
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|
2019
Q3 | $79K | Hold |
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|
2019
Q2 | $79K | Buy |
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|
2019
Q1 | $42K | Buy |
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|
2018
Q4 | $16K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $26K | Sell |
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|
2018
Q1 | $30K | Buy |
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|
2017
Q4 | $27K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $5K | Hold |
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|
2015
Q3 | $4K | Hold |
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|
2015
Q2 | $5K | Buy |
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|
2015
Q1 | $3K | Buy |
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|
2014
Q4 | $2K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $4K | Buy |
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