Bridges Investment Management’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 | $448K | Buy |
1,195
+9
| +0.8% | +$3.38K | 0.01% | 299 |
|
|
2025
Q1 | $388K | Buy |
1,186
+1
| +0.1% | +$327 | 0.01% | 304 |
|
|
2024
Q4 | $387K | Hold |
1,185
| – | – | 0.01% | 314 |
|
|
2024
Q3 | $276K | Buy |
1,185
+37
| +3% | +$8.61K | ﹤0.01% | 359 |
|
|
2024
Q2 | $321K | Buy |
+1,148
| New | +$321K | ﹤0.01% | 329 |
|
|
2019
Q4 | – | Sell |
-3,690
| Closed | -$302K | – | 340 |
|
|
2019
Q3 | $302K | Buy |
+3,690
| New | +$302K | 0.01% | 363 |
|