Annex Advisory Services’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 | $3.3M | Buy |
8,788
+184
| +2% | +$69K | 0.08% | 105 |
|
|
2025
Q1 | $2.81M | Sell |
8,604
-3,747
| -30% | -$1.23M | 0.08% | 107 |
|
|
2024
Q4 | $4.03M | Sell |
12,351
-3,255
| -21% | -$1.06M | 0.12% | 94 |
|
|
2024
Q3 | $3.63M | Buy |
15,606
+4,056
| +35% | +$944K | 0.12% | 94 |
|
|
2024
Q2 | $3.23M | Sell |
11,550
-68
| -0.6% | -$19K | 0.11% | 93 |
|
|
2024
Q1 | $3.07M | Sell |
11,618
-593
| -5% | -$157K | 0.11% | 95 |
|
|
2023
Q4 | $2.78M | Buy |
+12,211
| New | +$2.78M | 0.12% | 96 |
|