Cambridge Investment Research Advisors’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 | $2.01M | Buy |
5,356
+3,747
| +233% | +$1.4M | 0.01% | 1438 |
|
|
2025
Q1 | $527K | Buy |
1,609
+130
| +9% | +$42.6K | ﹤0.01% | 2391 |
|
|
2024
Q4 | $483K | Sell |
1,479
-411
| -22% | -$134K | ﹤0.01% | 2456 |
|
|
2024
Q3 | $440K | Sell |
1,890
-1,084
| -36% | -$252K | ﹤0.01% | 2503 |
|
|
2024
Q2 | $831K | Buy |
2,974
+312
| +12% | +$87.2K | ﹤0.01% | 1900 |
|
|
2024
Q1 | $703K | Sell |
2,662
-644
| -19% | -$170K | ﹤0.01% | 1986 |
|
|
2023
Q4 | $753K | Buy |
3,306
+1,454
| +79% | +$331K | ﹤0.01% | 1851 |
|
|
2023
Q3 | $440K | Buy |
1,852
+225
| +14% | +$53.5K | ﹤0.01% | 2194 |
|
|
2023
Q2 | $354K | Sell |
1,627
-142
| -8% | -$30.9K | ﹤0.01% | 2408 |
|
|
2023
Q1 | $358K | Buy |
1,769
+35
| +2% | +$7.08K | ﹤0.01% | 2330 |
|
|
2022
Q4 | $375K | Sell |
1,734
-1,178
| -40% | -$255K | ﹤0.01% | 2254 |
|
|
2022
Q3 | $636K | Buy |
+2,912
| New | +$636K | ﹤0.01% | 1777 |
|