Beacon Investment 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 | $3.41M | Buy |
9,343
+10
| +0.1% | +$3.65K | 1.47% | 18 |
|
|
2025
Q1 | $3.05M | Sell |
9,333
-1
| -0% | -$327 | 1.44% | 17 |
|
|
2024
Q4 | $3.05M | Buy |
9,334
+3
| +0% | +$980 | 1.43% | 19 |
|
|
2024
Q3 | $2.17M | Buy |
9,331
+97
| +1% | +$22.6K | 1.03% | 25 |
|
|
2024
Q2 | $2.58M | Buy |
9,234
+3
| +0% | +$838 | 1.32% | 17 |
|
|
2024
Q1 | $2.44M | Buy |
9,231
+112
| +1% | +$29.6K | 1.39% | 19 |
|
|
2023
Q4 | $2.08M | Buy |
9,119
+4
| +0% | +$910 | 1.33% | 19 |
|
|
2023
Q3 | $2.17M | Sell |
9,115
-7,508
| -45% | -$1.78M | 1.53% | 18 |
|
|
2023
Q2 | $3.61M | Buy |
16,623
+11,794
| +244% | +$2.56M | 2.47% | 7 |
|
|
2023
Q1 | $977K | Buy |
+4,829
| New | +$977K | 0.71% | 47 |
|