Benjamin Edwards Inc’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Buy |
1,494
+755
| +102% | +$283K | 0.01% | 819 |
|
|
2025
Q1 | $242K | Sell |
739
-26
| -3% | -$8.51K | ﹤0.01% | 994 |
|
|
2024
Q4 | $250K | Buy |
+765
| New | +$250K | ﹤0.01% | 1025 |
|
|
2024
Q3 | – | Sell |
-298
| Closed | -$83K | – | 1151 |
|
|
2024
Q2 | $83K | Buy |
298
+24
| +9% | +$6.69K | 0.02% | 447 |
|
|
2024
Q1 | $72K | Buy |
274
+5
| +2% | +$1.31K | 0.01% | 443 |
|
|
2023
Q4 | $61K | Buy |
269
+15
| +6% | +$3.4K | 0.01% | 459 |
|
|
2023
Q3 | $60K | Buy |
254
+21
| +9% | +$4.96K | 0.01% | 437 |
|
|
2023
Q2 | $51K | Sell |
233
-143
| -38% | -$31.3K | 0.01% | 461 |
|
|
2023
Q1 | $76K | Buy |
376
+182
| +94% | +$36.8K | 0.02% | 403 |
|
|
2022
Q4 | $42K | Sell |
194
-31
| -14% | -$6.71K | 0.01% | 434 |
|
|
2022
Q3 | $49K | Buy |
225
+41
| +22% | +$8.93K | 0.01% | 419 |
|
|
2022
Q2 | $34K | Hold |
184
| – | – | 0.01% | 466 |
|
|
2022
Q1 | $34K | Buy |
184
+14
| +8% | +$2.59K | 0.01% | 491 |
|
|
2021
Q4 | $27K | Buy |
170
+9
| +6% | +$1.43K | 0.01% | 486 |
|
|
2021
Q3 | $25K | Hold |
161
| – | – | 0.02% | 383 |
|
|
2021
Q2 | $22K | Buy |
+161
| New | +$22K | 0.02% | 328 |
|