B. Riley Wealth Advisors’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 | $347K | Buy |
+924
| New | +$347K | 0.02% | 638 |
|
|
2024
Q4 | $205K | Buy |
+629
| New | +$205K | 0.01% | 1035 |
|
|
2024
Q3 | – | Sell |
-900
| Closed | -$251K | – | 1356 |
|
|
2024
Q2 | $251K | Sell |
900
-1,311
| -59% | -$366K | 0.01% | 1109 |
|
|
2024
Q1 | $525K | Buy |
2,211
+1,277
| +137% | +$303K | 0.01% | 765 |
|
|
2023
Q4 | $213K | Sell |
934
-1,277
| -58% | -$291K | 0.01% | 1227 |
|
|
2023
Q3 | $525K | Buy |
2,211
+858
| +63% | +$204K | 0.01% | 765 |
|
|
2023
Q2 | $294K | Sell |
1,353
-172
| -11% | -$37.4K | 0.01% | 1133 |
|
|
2023
Q1 | $309K | Sell |
1,525
-5
| -0.3% | -$1.01K | 0.01% | 1054 |
|
|
2022
Q4 | $331K | Sell |
1,530
-448
| -23% | -$96.8K | 0.01% | 994 |
|
|
2022
Q3 | $433K | Buy |
1,978
+304
| +18% | +$66.5K | 0.01% | 821 |
|
|
2022
Q2 | $310K | Buy |
1,674
+441
| +36% | +$81.7K | 0.01% | 866 |
|
|
2022
Q1 | $227K | Buy |
+1,233
| New | +$227K | 0.01% | 1154 |
|