Atria Wealth Solutions’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,436
| Closed | -$327K | – | 2006 |
|
|
2023
Q4 | $327K | Sell |
1,436
-12
| -0.8% | -$2.73K | ﹤0.01% | 1423 |
|
|
2023
Q3 | $344K | Buy |
1,448
+87
| +6% | +$20.7K | ﹤0.01% | 1320 |
|
|
2023
Q2 | $296K | Buy |
1,361
+55
| +4% | +$12K | ﹤0.01% | 1447 |
|
|
2023
Q1 | $264K | Sell |
1,306
-1,594
| -55% | -$323K | ﹤0.01% | 1491 |
|
|
2022
Q4 | $627K | Buy |
2,900
+1,506
| +108% | +$326K | 0.01% | 969 |
|
|
2022
Q3 | $305K | Sell |
1,394
-206
| -13% | -$45K | 0.01% | 1284 |
|
|
2022
Q2 | $295K | Buy |
1,600
+323
| +25% | +$59.6K | 0.01% | 1197 |
|
|
2022
Q1 | $233K | Buy |
+1,277
| New | +$233K | ﹤0.01% | 1473 |
|