AlphaQuest’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 | $250K | Buy |
668
+1
| +0.1% | +$375 | 0.02% | 995 |
|
|
2025
Q1 | $218K | Hold |
667
| – | – | 0.02% | 939 |
|
|
2024
Q4 | $218K | Sell |
667
-3,720
| -85% | -$1.21M | 0.03% | 834 |
|
|
2024
Q3 | $1.02M | Buy |
4,387
+1,373
| +46% | +$319K | 0.09% | 351 |
|
|
2024
Q2 | $842K | Buy |
+3,014
| New | +$842K | 0.11% | 291 |
|
|
2024
Q1 | – | Sell |
-553
| Closed | -$126K | – | 1729 |
|
|
2023
Q4 | $126K | Buy |
+553
| New | +$126K | 0.03% | 718 |
|