Center for Financial Planning’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 | $11.3K | Hold |
30
| – | – | ﹤0.01% | 457 |
|
|
2025
Q1 | $9.85K | Hold |
30
| – | – | ﹤0.01% | 473 |
|
|
2024
Q4 | $9.82K | Hold |
30
| – | – | ﹤0.01% | 423 |
|
|
2024
Q3 | $6.99K | Hold |
30
| – | – | ﹤0.01% | 435 |
|
|
2024
Q2 | $8.38K | Buy |
+30
| New | +$8.38K | ﹤0.01% | 415 |
|
|
2022
Q4 | – | Sell |
-22
| Closed | -$5K | – | 614 |
|
|
2022
Q3 | $5K | Buy |
+22
| New | +$5K | ﹤0.01% | 428 |
|
|
2021
Q2 | – | Sell |
-78
| Closed | -$11K | – | 525 |
|
|
2021
Q1 | $11K | Hold |
78
| – | – | ﹤0.01% | 374 |
|
|
2020
Q4 | $8K | Hold |
78
| – | – | ﹤0.01% | 361 |
|
|
2020
Q3 | $6K | Hold |
78
| – | – | ﹤0.01% | 349 |
|
|
2020
Q2 | $6K | Sell |
78
-141
| -64% | -$10.8K | ﹤0.01% | 348 |
|
|
2020
Q1 | $12K | Buy |
219
+141
| +181% | +$7.73K | ﹤0.01% | 301 |
|
|
2019
Q4 | $7K | Buy |
+78
| New | +$7K | ﹤0.01% | 340 |
|