Carolinas Wealth Consulting’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 | – | Sell |
-170
| Closed | -$55.6K | – | 544 |
|
|
2025
Q1 | $55.6K | Buy |
+170
| New | +$55.6K | 0.01% | 337 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | -$810 | – | 1098 |
|
|
2023
Q1 | $810 | Hold |
4
| – | – | ﹤0.01% | 926 |
|
|
2022
Q4 | $865 | Buy |
+4
| New | +$865 | ﹤0.01% | 918 |
|
|
2020
Q4 | – | Sell |
-20
| Closed | -$2K | – | 964 |
|
|
2020
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 715 |
|