Checchi Capital Advisers’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$237K Sell
2025
Q3
$227K Buy
2025
Q2
$251K Sell
2025
Q1
$235K Buy
2022
Q4
Sell
2022
Q3
$203K Buy
2016
Q3
Sell
2016
Q2
$11K Sell
2016
Q1
$31K Buy