Axxcess Wealth Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $418K | Sell |
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|
2025
Q3 | $447K | Sell |
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|
2025
Q2 | $806K | Buy |
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|
2025
Q1 | $695K | Buy |
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|
2024
Q4 | $436K | Sell |
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|
2024
Q3 | $317K | Sell |
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|
2024
Q2 | $406K | Sell |
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|
2024
Q1 | $586K | Buy |
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|
2023
Q4 | $332K | Sell |
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|
2023
Q3 | $652K | Buy |
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|
2023
Q2 | $567K | Buy |
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|
2023
Q1 | $492K | Sell |
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|
2022
Q4 | $607K | Sell |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $815K | Sell |
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|
2022
Q1 | $930K | Buy |
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|
2021
Q4 | $454K | Buy |
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