Arax Advisory Partners’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 | $71.6K | Buy |
191
+7
| +4% | +$2.63K | ﹤0.01% | 1083 |
|
|
2025
Q1 | $60.2K | Buy |
184
+21
| +13% | +$6.87K | ﹤0.01% | 890 |
|
|
2024
Q4 | $53.2K | Sell |
163
-9
| -5% | -$2.94K | ﹤0.01% | 881 |
|
|
2024
Q3 | $40K | Sell |
172
-10
| -5% | -$2.33K | ﹤0.01% | 800 |
|
|
2024
Q2 | $50.7K | Buy |
182
+46
| +34% | +$12.8K | ﹤0.01% | 653 |
|
|
2024
Q1 | $35.8K | Sell |
136
-6
| -4% | -$1.58K | ﹤0.01% | 558 |
|
|
2023
Q4 | $32.2K | Sell |
142
-52
| -27% | -$11.8K | ﹤0.01% | 558 |
|
|
2023
Q3 | $46K | Sell |
194
-809
| -81% | -$192K | 0.01% | 474 |
|
|
2023
Q2 | $218K | Buy |
1,003
+8
| +0.8% | +$1.74K | 0.03% | 231 |
|
|
2023
Q1 | $201K | Buy |
995
+22
| +2% | +$4.45K | 0.03% | 235 |
|
|
2022
Q4 | $210K | Buy |
973
+2
| +0.2% | +$432 | 0.03% | 220 |
|
|
2022
Q3 | $212K | Sell |
971
-54
| -5% | -$11.8K | 0.03% | 204 |
|
|
2022
Q2 | $189K | Buy |
1,025
+357
| +53% | +$65.8K | 0.03% | 223 |
|
|
2022
Q1 | $122K | Buy |
+668
| New | +$122K | 0.02% | 310 |
|