Berger Financial Group’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 | $269K | Sell |
718
-67
| -9% | -$25.1K | 0.02% | 352 |
|
|
2025
Q1 | $257K | Sell |
785
-25
| -3% | -$8.18K | 0.02% | 360 |
|
|
2024
Q4 | $265K | Sell |
810
-64
| -7% | -$20.9K | 0.02% | 341 |
|
|
2024
Q3 | $203K | Buy |
874
+51
| +6% | +$11.9K | 0.01% | 379 |
|
|
2024
Q2 | $230K | Buy |
823
+13
| +2% | +$3.63K | 0.02% | 336 |
|
|
2024
Q1 | $214K | Sell |
810
-87
| -10% | -$23K | 0.02% | 345 |
|
|
2023
Q4 | $204K | Sell |
897
-8
| -0.9% | -$1.82K | 0.02% | 295 |
|
|
2023
Q3 | $215K | Sell |
905
-19
| -2% | -$4.52K | 0.02% | 262 |
|
|
2023
Q2 | $201K | Buy |
+924
| New | +$201K | 0.02% | 280 |
|