Benjamin Edwards Inc’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
Q2 | $560K | Buy |
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|
2025
Q1 | $242K | Sell |
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|
2024
Q4 | $250K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $83K | Buy |
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|
2024
Q1 | $72K | Buy |
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|
2023
Q4 | $61K | Buy |
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|
2023
Q3 | $60K | Buy |
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|
2023
Q2 | $51K | Sell |
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|
2023
Q1 | $76K | Buy |
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|
2022
Q4 | $42K | Sell |
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|
2022
Q3 | $49K | Buy |
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|
2022
Q2 | $34K | Hold |
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|
2022
Q1 | $34K | Buy |
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|
2021
Q4 | $27K | Buy |
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|
2021
Q3 | $25K | Hold |
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|
2021
Q2 | $22K | Buy |
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