Avion Wealth’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 | $4K | Buy |
11
+4
| +57% | +$1.46K | ﹤0.01% | 673 |
|
|
2025
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 736 |
|
|
2024
Q4 | $2K | Sell |
7
-1
| -13% | -$286 | ﹤0.01% | 733 |
|
|
2024
Q3 | $1K | Buy |
8
+2
| +33% | +$250 | ﹤0.01% | 838 |
|
|
2024
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 760 |
|
|
2024
Q1 | $2K | Buy |
6
+4
| +200% | +$1.33K | ﹤0.01% | 709 |
|
|
2023
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1232 |
|