Capital Advisors Ltd’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 | $1K | Hold |
3
| – | – | ﹤0.01% | 1215 |
|
|
2025
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 1212 |
|
|
2024
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1242 |
|
|
2024
Q3 | $1K | Buy |
3
+1
| +50% | +$333 | ﹤0.01% | 1236 |
|
|
2024
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 1230 |
|
|
2022
Q4 | – | Sell |
-9
| Closed | -$2K | – | 1455 |
|
|
2022
Q3 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 865 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 1179 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1083 |
|