B. Riley Wealth Advisors’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 | $256K | Buy |
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|
2025
Q3 | $218K | Sell |
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|
2025
Q2 | $347K | Buy |
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|
2024
Q4 | $205K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $251K | Sell |
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|
2024
Q1 | $525K | Buy |
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|
2023
Q4 | $213K | Sell |
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|
2023
Q3 | $525K | Buy |
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|
2023
Q2 | $294K | Sell |
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|
2023
Q1 | $309K | Sell |
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|
2022
Q4 | $331K | Sell |
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|
2022
Q3 | $433K | Buy |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $227K | Buy |
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