Apollon Wealth Management’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 | $622K | Buy |
1,658
+391
| +31% | +$147K | 0.01% | 715 |
|
|
2025
Q1 | $414K | Buy |
1,267
+295
| +30% | +$96.5K | 0.01% | 829 |
|
|
2024
Q4 | $317K | Buy |
972
+63
| +7% | +$20.6K | 0.01% | 921 |
|
|
2024
Q3 | $211K | Sell |
909
-126
| -12% | -$29.3K | 0.01% | 1041 |
|
|
2024
Q2 | $289K | Buy |
1,035
+16
| +2% | +$4.47K | 0.01% | 876 |
|
|
2024
Q1 | $269K | Buy |
1,019
+57
| +6% | +$15.1K | 0.01% | 908 |
|
|
2023
Q4 | $219K | Buy |
+962
| New | +$219K | 0.01% | 968 |
|
|
2023
Q3 | – | Sell |
-998
| Closed | -$217K | – | 955 |
|
|
2023
Q2 | $217K | Buy |
+998
| New | +$217K | 0.01% | 842 |
|
|
2023
Q1 | – | Sell |
-963
| Closed | -$208K | – | 899 |
|
|
2022
Q4 | $208K | Sell |
963
-186
| -16% | -$40.2K | 0.01% | 773 |
|
|
2022
Q3 | $251K | Buy |
1,149
+18
| +2% | +$3.93K | 0.02% | 661 |
|
|
2022
Q2 | $209K | Buy |
+1,131
| New | +$209K | 0.02% | 670 |
|
|
2022
Q1 | – | Sell |
-1,669
| Closed | -$267K | – | 795 |
|
|
2021
Q4 | $267K | Buy |
1,669
+393
| +31% | +$62.9K | 0.02% | 612 |
|
|
2021
Q3 | $200K | Buy |
+1,276
| New | +$200K | 0.03% | 440 |
|