Allworth 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 | $2.65M | Buy |
7,075
+6,544
| +1,232% | +$2.45M | 0.01% | 427 |
|
|
2025
Q1 | $168K | Buy |
531
+67
| +14% | +$21.2K | ﹤0.01% | 1002 |
|
|
2024
Q4 | $165K | Sell |
464
-95
| -17% | -$33.9K | ﹤0.01% | 1014 |
|
|
2024
Q3 | $130K | Sell |
559
-55
| -9% | -$12.8K | ﹤0.01% | 964 |
|
|
2024
Q2 | $130K | Buy |
614
+78
| +15% | +$16.5K | ﹤0.01% | 973 |
|
|
2024
Q1 | $142K | Buy |
536
+94
| +21% | +$24.8K | ﹤0.01% | 896 |
|
|
2023
Q4 | $101K | Sell |
442
-28
| -6% | -$6.37K | ﹤0.01% | 936 |
|
|
2023
Q3 | $112K | Buy |
470
+32
| +7% | +$7.6K | ﹤0.01% | 841 |
|
|
2023
Q2 | $95.2K | Sell |
438
-15
| -3% | -$3.26K | ﹤0.01% | 914 |
|
|
2023
Q1 | $91.8K | Buy |
453
+46
| +11% | +$9.32K | ﹤0.01% | 887 |
|
|
2022
Q4 | $88K | Buy |
407
+192
| +89% | +$41.5K | ﹤0.01% | 851 |
|
|
2022
Q3 | $47K | Sell |
215
-61
| -22% | -$13.3K | ﹤0.01% | 983 |
|
|
2022
Q2 | $51K | Buy |
276
+123
| +80% | +$22.7K | ﹤0.01% | 895 |
|
|
2022
Q1 | $28K | Buy |
+153
| New | +$28K | ﹤0.01% | 1110 |
|