Bleakley 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
Q1 | – | Sell |
-4,857
| Closed | -$1.59M | – | 779 |
|
|
2024
Q4 | $1.59M | Sell |
4,857
-30
| -0.6% | -$9.8K | 0.05% | 301 |
|
|
2024
Q3 | $1.14M | Sell |
4,887
-384
| -7% | -$89.3K | 0.03% | 380 |
|
|
2024
Q2 | $1.47M | Buy |
5,271
+93
| +2% | +$26K | 0.04% | 333 |
|
|
2024
Q1 | $1.37M | Buy |
5,178
+402
| +8% | +$106K | 0.04% | 365 |
|
|
2023
Q4 | $1.09M | Sell |
4,776
-27
| -0.6% | -$6.15K | 0.03% | 381 |
|
|
2023
Q3 | $1.14M | Buy |
4,803
+198
| +4% | +$47.1K | 0.04% | 354 |
|
|
2023
Q2 | $1M | Buy |
4,605
+79
| +2% | +$17.2K | 0.03% | 403 |
|
|
2023
Q1 | $916K | Hold |
4,526
| – | – | 0.03% | 412 |
|
|
2022
Q4 | $978K | Buy |
+4,526
| New | +$978K | 0.04% | 382 |
|