Asset Dedication LLC’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 | $6.38K | Buy |
+17
| New | +$6.38K | ﹤0.01% | 885 |
|
|
2024
Q4 | – | Sell |
-452
| Closed | -$105K | – | 1147 |
|
|
2024
Q3 | $105K | Hold |
452
| – | – | 0.01% | 409 |
|
|
2024
Q2 | $126K | Hold |
452
| – | – | 0.01% | 373 |
|
|
2024
Q1 | $119K | Buy |
452
+1
| +0.2% | +$263 | 0.01% | 353 |
|
|
2023
Q4 | $103K | Hold |
451
| – | – | 0.01% | 359 |
|
|
2023
Q3 | $107K | Buy |
451
+1
| +0.2% | +$237 | 0.01% | 353 |
|
|
2023
Q2 | $98K | Hold |
450
| – | – | 0.01% | 371 |
|
|
2023
Q1 | $91K | Buy |
450
+1
| +0.2% | +$202 | 0.01% | 370 |
|
|
2022
Q4 | $97K | Buy |
+449
| New | +$97K | 0.01% | 360 |
|