Archer Investment Corporation’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 | $292K | Sell |
779
-390
| -33% | -$146K | 0.07% | 213 |
|
|
2025
Q1 | $382K | Hold |
1,169
| – | – | 0.1% | 174 |
|
|
2024
Q4 | $382K | Hold |
1,169
| – | – | 0.1% | 169 |
|
|
2024
Q3 | $272K | Sell |
1,169
-847
| -42% | -$197K | 0.07% | 205 |
|
|
2024
Q2 | $563K | Hold |
2,016
| – | – | 0.16% | 123 |
|
|
2024
Q1 | $533K | Hold |
2,016
| – | – | 0.16% | 127 |
|
|
2023
Q4 | $459K | Hold |
2,016
| – | – | 0.15% | 142 |
|
|
2023
Q3 | $479K | Sell |
2,016
-65
| -3% | -$15.4K | 0.17% | 128 |
|
|
2023
Q2 | $452K | Sell |
2,081
-891
| -30% | -$194K | 0.16% | 135 |
|
|
2023
Q1 | $601K | Hold |
2,972
| – | – | 0.22% | 102 |
|
|
2022
Q4 | $642K | Hold |
2,972
| – | – | 0.25% | 97 |
|
|
2022
Q3 | $649K | Sell |
2,972
-201
| -6% | -$43.9K | 0.27% | 91 |
|
|
2022
Q2 | $585K | Sell |
3,173
-237
| -7% | -$43.7K | 0.24% | 104 |
|
|
2022
Q1 | $623K | Buy |
+3,410
| New | +$623K | 0.22% | 112 |
|