Bell 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 | $22.9K | Buy |
61
+4
| +7% | +$1.5K | ﹤0.01% | 389 |
|
|
2025
Q1 | $18.6K | Hold |
57
| – | – | ﹤0.01% | 407 |
|
|
2024
Q4 | $18.6K | Buy |
57
+4
| +8% | +$1.31K | ﹤0.01% | 407 |
|
|
2024
Q3 | $12.3K | Sell |
53
-4
| -7% | -$931 | ﹤0.01% | 542 |
|
|
2024
Q2 | $15.9K | Buy |
57
+2
| +4% | +$559 | ﹤0.01% | 450 |
|
|
2024
Q1 | $14.5K | Hold |
55
| – | – | ﹤0.01% | 455 |
|
|
2023
Q4 | $12.5K | Sell |
55
-2
| -4% | -$455 | ﹤0.01% | 481 |
|
|
2023
Q3 | $13.5K | Sell |
57
-4
| -7% | -$951 | ﹤0.01% | 400 |
|
|
2023
Q2 | $13.3K | Buy |
61
+5
| +9% | +$1.09K | ﹤0.01% | 416 |
|
|
2023
Q1 | $11.3K | Buy |
56
+4
| +8% | +$810 | ﹤0.01% | 444 |
|
|
2022
Q4 | $11.2K | Sell |
52
-2
| -4% | -$432 | ﹤0.01% | 450 |
|
|
2022
Q3 | $12K | Buy |
54
+8
| +17% | +$1.78K | ﹤0.01% | 367 |
|
|
2022
Q2 | $8K | Buy |
+46
| New | +$8K | ﹤0.01% | 504 |
|
|
2021
Q4 | $5K | Hold |
31
| – | – | ﹤0.01% | 772 |
|
|
2021
Q3 | $5K | Buy |
+31
| New | +$5K | ﹤0.01% | 720 |
|