Beacon Pointe Advisors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Buy |
1,451
+1
| +0.1% | +$375 | 0.01% | 851 |
|
|
2025
Q1 | $474K | Buy |
1,450
+1
| +0.1% | +$327 | 0.01% | 852 |
|
|
2024
Q4 | $473K | Buy |
1,449
+300
| +26% | +$97.9K | 0.01% | 840 |
|
|
2024
Q3 | $267K | Sell |
1,149
-71
| -6% | -$16.5K | ﹤0.01% | 1053 |
|
|
2024
Q2 | $341K | Sell |
1,220
-280
| -19% | -$78.2K | ﹤0.01% | 999 |
|
|
2024
Q1 | $396K | Buy |
1,500
+347
| +30% | +$91.7K | ﹤0.01% | 990 |
|
|
2023
Q4 | $263K | Buy |
1,153
+24
| +2% | +$5.46K | ﹤0.01% | 1102 |
|
|
2023
Q3 | $268K | Buy |
+1,129
| New | +$268K | ﹤0.01% | 1108 |
|
|
2023
Q2 | – | Sell |
-1,060
| Closed | -$215K | – | 1138 |
|
|
2023
Q1 | $215K | Buy |
+1,060
| New | +$215K | ﹤0.01% | 1041 |
|