Allworth Financial’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 | $2.65M | Buy |
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|
2025
Q1 | $168K | Buy |
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|
2024
Q4 | $165K | Sell |
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|
2024
Q3 | $130K | Sell |
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|
2024
Q2 | $130K | Buy |
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|
2024
Q1 | $142K | Buy |
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|
2023
Q4 | $101K | Sell |
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|
2023
Q3 | $112K | Buy |
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|
2023
Q2 | $95.2K | Sell |
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|
2023
Q1 | $91.8K | Buy |
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|
2022
Q4 | $88K | Buy |
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|
2022
Q3 | $47K | Sell |
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|
2022
Q2 | $51K | Buy |
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|
2022
Q1 | $28K | Buy |
|