Cetera Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $833K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $351K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $307K | Hold |
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|
2019
Q3 | $272K | Sell |
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|
2019
Q2 | $274K | Sell |
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|
2019
Q1 | $236K | Sell |
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|
2018
Q4 | $217K | Hold |
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|
2018
Q3 | $229K | Hold |
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|
2018
Q2 | $232K | Hold |
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|
2018
Q1 | $217K | Buy |
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