Cetera Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $833K | Buy |
+3,153
| New | +$833K | 0.01% | 1245 |
|
|
2023
Q1 | – | Sell |
-1,623
| Closed | -$351K | – | 1679 |
|
|
2022
Q4 | $351K | Buy |
+1,623
| New | +$351K | 0.01% | 1151 |
|
|
2021
Q1 | – | Sell |
-2,105
| Closed | -$219K | – | 1230 |
|
|
2020
Q4 | $219K | Buy |
+2,105
| New | +$219K | 0.01% | 948 |
|
|
2020
Q1 | – | Sell |
-3,322
| Closed | -$307K | – | 899 |
|
|
2019
Q4 | $307K | Hold |
3,322
| – | – | 0.01% | 705 |
|
|
2019
Q3 | $272K | Sell |
3,322
-40
| -1% | -$3.28K | 0.01% | 718 |
|
|
2019
Q2 | $274K | Sell |
3,362
-10
| -0.3% | -$815 | 0.01% | 731 |
|
|
2019
Q1 | $236K | Sell |
3,372
-175
| -5% | -$12.2K | 0.01% | 715 |
|
|
2018
Q4 | $217K | Hold |
3,547
| – | – | 0.01% | 736 |
|
|
2018
Q3 | $229K | Hold |
3,547
| – | – | 0.01% | 830 |
|
|
2018
Q2 | $232K | Hold |
3,547
| – | – | 0.01% | 762 |
|
|
2018
Q1 | $217K | Buy |
+3,547
| New | +$217K | 0.01% | 709 |
|