Cetera Trust Company’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 | $454K | Buy |
1,210
+55
| +5% | +$20.6K | 0.27% | 69 |
|
|
2025
Q1 | $378K | Hold |
1,155
| – | – | 0.24% | 68 |
|
|
2024
Q4 | $377K | Sell |
1,155
-5
| -0.4% | -$1.63K | 0.24% | 69 |
|
|
2024
Q3 | $270K | Hold |
1,160
| – | – | 0.17% | 123 |
|
|
2024
Q2 | $324K | Hold |
1,160
| – | – | 0.2% | 85 |
|
|
2024
Q1 | $306K | Sell |
1,160
-50
| -4% | -$13.2K | 0.18% | 96 |
|
|
2023
Q4 | $275K | Buy |
+1,210
| New | +$275K | 0.17% | 107 |
|