Alta Advisers’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-300
| Closed | -$83.8K | – | 431 |
|
|
2024
Q2 | $83.8K | Hold |
300
| – | – | 0.04% | 300 |
|
|
2024
Q1 | $79.3K | Hold |
300
| – | – | 0.04% | 314 |
|
|
2023
Q4 | $68.3K | Hold |
300
| – | – | 0.04% | 344 |
|
|
2023
Q3 | $71.3K | Hold |
300
| – | – | 0.04% | 309 |
|
|
2023
Q2 | $65.2K | Hold |
300
| – | – | 0.04% | 343 |
|
|
2023
Q1 | $60.7K | Hold |
300
| – | – | 0.04% | 349 |
|
|
2022
Q4 | $65K | Hold |
300
| – | – | 0.04% | 341 |
|
|
2022
Q3 | $66K | Buy |
+300
| New | +$66K | 0.04% | 327 |
|