Capital Analysts LLC’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 | $53K | Buy |
142
+7
| +5% | +$2.61K | ﹤0.01% | 793 |
|
|
2025
Q1 | $44K | Sell |
135
-21
| -13% | -$6.84K | ﹤0.01% | 822 |
|
|
2024
Q4 | $51K | Hold |
156
| – | – | ﹤0.01% | 743 |
|
|
2024
Q3 | $36K | Buy |
156
+28
| +22% | +$6.46K | ﹤0.01% | 794 |
|
|
2024
Q2 | $36K | Hold |
128
| – | – | ﹤0.01% | 772 |
|
|
2024
Q1 | $34K | Sell |
128
-119
| -48% | -$31.6K | ﹤0.01% | 738 |
|
|
2023
Q4 | $56K | Hold |
247
| – | – | ﹤0.01% | 630 |
|
|
2023
Q3 | $59K | Hold |
247
| – | – | ﹤0.01% | 576 |
|
|
2023
Q2 | $54K | Hold |
247
| – | – | ﹤0.01% | 569 |
|
|
2023
Q1 | $50K | Hold |
247
| – | – | ﹤0.01% | 595 |
|
|
2022
Q4 | $53K | Sell |
247
-79
| -24% | -$17K | ﹤0.01% | 608 |
|
|
2022
Q3 | $71K | Sell |
326
-73
| -18% | -$15.9K | ﹤0.01% | 503 |
|
|
2022
Q2 | $74K | Hold |
399
| – | – | 0.01% | 481 |
|
|
2022
Q1 | $73K | Sell |
399
-56
| -12% | -$10.2K | ﹤0.01% | 495 |
|
|
2021
Q4 | $73K | Hold |
455
| – | – | ﹤0.01% | 508 |
|
|
2021
Q3 | $71K | Hold |
455
| – | – | ﹤0.01% | 525 |
|
|
2021
Q2 | $61K | Buy |
455
+45
| +11% | +$6.03K | ﹤0.01% | 532 |
|
|
2021
Q1 | $58K | Buy |
+410
| New | +$58K | ﹤0.01% | 561 |
|