Atria Investments’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 | $7.54M | Buy |
20,110
+111
| +0.6% | +$41.6K | 0.09% | 259 |
|
|
2025
Q1 | $6.54M | Buy |
19,999
+4,205
| +27% | +$1.38M | 0.08% | 276 |
|
|
2024
Q4 | $5.16M | Buy |
15,794
+336
| +2% | +$110K | 0.06% | 337 |
|
|
2024
Q3 | $3.6M | Sell |
15,458
-1,275
| -8% | -$297K | 0.04% | 460 |
|
|
2024
Q2 | $4.67M | Buy |
16,733
+4,548
| +37% | +$1.27M | 0.06% | 353 |
|
|
2024
Q1 | $3.22M | Sell |
12,185
-416
| -3% | -$110K | 0.04% | 479 |
|
|
2023
Q4 | $2.87M | Buy |
12,601
+948
| +8% | +$216K | 0.04% | 464 |
|
|
2023
Q3 | $2.77M | Buy |
11,653
+492
| +4% | +$117K | 0.05% | 455 |
|
|
2023
Q2 | $2.43M | Sell |
11,161
-258
| -2% | -$56.1K | 0.04% | 484 |
|
|
2023
Q1 | $2.31M | Sell |
11,419
-117
| -1% | -$23.7K | 0.04% | 491 |
|
|
2022
Q4 | $2.49M | Sell |
11,536
-1,944
| -14% | -$420K | 0.05% | 432 |
|
|
2022
Q3 | $2.95M | Buy |
13,480
+980
| +8% | +$214K | 0.07% | 358 |
|
|
2022
Q2 | $2.31M | Buy |
12,500
+529
| +4% | +$97.6K | 0.05% | 450 |
|
|
2022
Q1 | $2.19M | Buy |
11,971
+1,348
| +13% | +$246K | 0.04% | 539 |
|
|
2021
Q4 | $1.7M | Buy |
10,623
+936
| +10% | +$150K | 0.03% | 632 |
|
|
2021
Q3 | $1.52M | Buy |
+9,687
| New | +$1.52M | 0.03% | 634 |
|