Checchi Capital Advisers’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 | $251K | Sell |
669
-49
| -7% | -$18.4K | 0.01% | 491 |
|
|
2025
Q1 | $235K | Buy |
+718
| New | +$235K | 0.01% | 520 |
|
|
2022
Q4 | – | Sell |
-929
| Closed | -$203K | – | 563 |
|
|
2022
Q3 | $203K | Buy |
+929
| New | +$203K | 0.02% | 508 |
|
|
2016
Q3 | – | Sell |
-497
| Closed | -$11K | – | 853 |
|
|
2016
Q2 | $11K | Sell |
497
-753
| -60% | -$16.7K | ﹤0.01% | 1264 |
|
|
2016
Q1 | $31K | Buy |
+1,250
| New | +$31K | 0.01% | 979 |
|