Bruce G. Allen Investments’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 | $1.5K | Sell |
4
-10
| -71% | -$3.75K | ﹤0.01% | 757 |
|
|
2025
Q1 | $4.58K | Hold |
14
| – | – | ﹤0.01% | 575 |
|
|
2024
Q4 | $4.57K | Buy |
14
+10
| +250% | +$3.27K | ﹤0.01% | 592 |
|
|
2024
Q3 | $931 | Sell |
4
-15
| -79% | -$3.49K | ﹤0.01% | 832 |
|
|
2024
Q2 | $5.31K | Sell |
19
-10
| -34% | -$2.79K | ﹤0.01% | 560 |
|
|
2024
Q1 | $7.66K | Sell |
29
-22
| -43% | -$5.81K | 0.01% | 517 |
|
|
2023
Q4 | $11.6K | Buy |
+51
| New | +$11.6K | 0.01% | 448 |
|