CGN Advisors’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 | $2.57M | Buy |
6,844
+127
| +2% | +$47.6K | 0.23% | 93 |
|
|
2025
Q1 | $2.2M | Sell |
6,717
-811
| -11% | -$265K | 0.22% | 107 |
|
|
2024
Q4 | $2.46M | Sell |
7,528
-444
| -6% | -$145K | 0.24% | 99 |
|
|
2024
Q3 | $1.85M | Buy |
7,972
+867
| +12% | +$202K | 0.19% | 122 |
|
|
2024
Q2 | $1.98M | Buy |
7,105
+301
| +4% | +$84.1K | 0.23% | 109 |
|
|
2024
Q1 | $1.8M | Buy |
6,804
+824
| +14% | +$218K | 0.23% | 112 |
|
|
2023
Q4 | $1.36M | Buy |
+5,980
| New | +$1.36M | 0.19% | 129 |
|