Arlington Trust’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 | $118K | Hold |
315
| – | – | 0.02% | 244 |
|
2025
Q1 | $103K | Hold |
315
| – | – | 0.02% | 258 |
|
2024
Q4 | $103K | Hold |
315
| – | – | 0.02% | 264 |
|
2024
Q3 | $73.3K | Hold |
315
| – | – | 0.02% | 293 |
|
2024
Q2 | $88K | Sell |
315
-71
| -18% | -$19.8K | 0.02% | 268 |
|
2024
Q1 | $102K | Sell |
386
-4
| -1% | -$1.06K | 0.03% | 218 |
|
2023
Q4 | $88.8K | Buy |
+390
| New | +$88.8K | 0.02% | 227 |
|