Capital Analysts LLC’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $61K | Buy |
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|
2025
Q2 | $53K | Buy |
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|
2025
Q1 | $44K | Sell |
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|
2024
Q4 | $51K | Hold |
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|
2024
Q3 | $36K | Buy |
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|
2024
Q2 | $36K | Hold |
|
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|
2024
Q1 | $34K | Sell |
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|
2023
Q4 | $56K | Hold |
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|
2023
Q3 | $59K | Hold |
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|
2023
Q2 | $54K | Hold |
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|
2023
Q1 | $50K | Hold |
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|
2022
Q4 | $53K | Sell |
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|
2022
Q3 | $71K | Sell |
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|
2022
Q2 | $74K | Hold |
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|
2022
Q1 | $73K | Sell |
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|
2021
Q4 | $73K | Hold |
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|
2021
Q3 | $71K | Hold |
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|
2021
Q2 | $61K | Buy |
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|
2021
Q1 | $58K | Buy |
|