AE Wealth Management’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 | $2.7M | Buy |
7,211
+1,665
| +30% | +$624K | 0.02% | 471 |
|
|
2025
Q1 | $1.81M | Buy |
5,546
+2,519
| +83% | +$824K | 0.02% | 549 |
|
|
2024
Q4 | $988K | Buy |
3,027
+1,705
| +129% | +$557K | 0.01% | 699 |
|
|
2024
Q3 | $308K | Sell |
1,322
-436
| -25% | -$101K | ﹤0.01% | 1024 |
|
|
2024
Q2 | $491K | Buy |
+1,758
| New | +$491K | ﹤0.01% | 889 |
|
|
2023
Q2 | – | Sell |
-1,012
| Closed | -$205K | – | 1991 |
|
|
2023
Q1 | $205K | Buy |
+1,012
| New | +$205K | ﹤0.01% | 1733 |
|