Blue Trust Inc’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 | $516K | Buy |
1,375
+238
| +21% | +$89.2K | 0.01% | 437 |
|
|
2025
Q1 | $372K | Buy |
1,137
+1,090
| +2,319% | +$357K | ﹤0.01% | 493 |
|
|
2024
Q4 | $15.3K | Sell |
47
-930
| -95% | -$304K | ﹤0.01% | 1687 |
|
|
2024
Q3 | $273K | Buy |
977
+492
| +101% | +$137K | ﹤0.01% | 718 |
|
|
2024
Q2 | $128K | Buy |
485
+358
| +282% | +$94.6K | ﹤0.01% | 872 |
|
|
2024
Q1 | $33.6K | Sell |
127
-17
| -12% | -$4.49K | ﹤0.01% | 1050 |
|
|
2023
Q4 | $34K | Sell |
144
-3
| -2% | -$708 | ﹤0.01% | 1090 |
|
|
2023
Q3 | $32K | Buy |
147
+17
| +13% | +$3.7K | ﹤0.01% | 1011 |
|
|
2023
Q2 | $26K | Sell |
130
-33
| -20% | -$6.6K | ﹤0.01% | 948 |
|
|
2023
Q1 | $36K | Sell |
163
-17
| -9% | -$3.76K | ﹤0.01% | 1166 |
|
|
2022
Q4 | $39K | Buy |
180
+163
| +959% | +$35.3K | ﹤0.01% | 1030 |
|
|
2022
Q3 | $3K | Buy |
17
+4
| +31% | +$706 | ﹤0.01% | 1696 |
|
|
2022
Q2 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 1671 |
|