ASB Consultores’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 | – | Sell |
-928
| Closed | -$304K | – | 156 |
|
|
2025
Q1 | $304K | Sell |
928
-112
| -11% | -$36.6K | 0.2% | 76 |
|
|
2024
Q4 | $340K | Buy |
1,040
+180
| +21% | +$58.8K | 0.14% | 124 |
|
|
2024
Q3 | $200K | Buy |
860
+124
| +17% | +$28.8K | 0.08% | 206 |
|
|
2024
Q2 | $206K | Sell |
736
-642
| -47% | -$179K | 0.07% | 189 |
|
|
2024
Q1 | $364K | Buy |
+1,378
| New | +$364K | 0.09% | 165 |
|