Belpointe Asset Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $269K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $828K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $520K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $277K | Buy |
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|
2022
Q4 | $186K | Sell |
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|
2022
Q3 | $197K | Buy |
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|
2022
Q2 | $161K | Buy |
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|
2022
Q1 | $156K | Buy |
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|
2021
Q4 | $122K | Hold |
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|
2021
Q3 | $120K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $100K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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