Center for Financial Planning’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 | $10K | Hold |
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|
2025
Q2 | $11.3K | Hold |
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|
2025
Q1 | $9.85K | Hold |
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|
2024
Q4 | $9.82K | Hold |
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|
2024
Q3 | $6.99K | Hold |
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|
2024
Q2 | $8.38K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $5K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $8K | Hold |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $6K | Sell |
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|
2020
Q1 | $12K | Buy |
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|
2019
Q4 | $7K | Buy |
|