Atria Investments’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.78M | Sell |
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|
2025
Q2 | $7.54M | Buy |
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|
2025
Q1 | $6.54M | Buy |
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|
2024
Q4 | $5.16M | Buy |
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|
2024
Q3 | $3.6M | Sell |
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|
2024
Q2 | $4.67M | Buy |
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|
2024
Q1 | $3.22M | Sell |
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|
2023
Q4 | $2.87M | Buy |
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|
2023
Q3 | $2.77M | Buy |
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|
2023
Q2 | $2.43M | Sell |
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|
2023
Q1 | $2.31M | Sell |
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|
2022
Q4 | $2.49M | Sell |
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|
2022
Q3 | $2.94M | Buy |
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|
2022
Q2 | $2.31M | Buy |
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|
2022
Q1 | $2.19M | Buy |
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|
2021
Q4 | $1.7M | Buy |
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|
2021
Q3 | $1.52M | Buy |
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