Choreo LLC’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 | $1.51M | Buy |
4,039
+639
| +19% | +$240K | 0.02% | 438 |
|
|
2025
Q1 | $1.11M | Buy |
3,400
+1,702
| +100% | +$557K | 0.02% | 519 |
|
|
2024
Q4 | $555K | Buy |
1,698
+641
| +61% | +$210K | 0.01% | 849 |
|
|
2024
Q3 | $243K | Sell |
1,057
-417
| -28% | -$95.9K | ﹤0.01% | 1343 |
|
|
2024
Q2 | $415K | Buy |
+1,474
| New | +$415K | 0.01% | 905 |
|