Clearstead 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 | $39K | Sell |
104
-16
| -13% | -$6K | ﹤0.01% | 1362 |
|
|
2025
Q1 | $39.3K | Sell |
120
-1,093
| -90% | -$358K | ﹤0.01% | 1229 |
|
|
2024
Q4 | $396K | Sell |
1,213
-340
| -22% | -$111K | 0.01% | 639 |
|
|
2024
Q3 | $361K | Sell |
1,553
-40
| -3% | -$9.31K | 0.01% | 655 |
|
|
2024
Q2 | $445K | Buy |
1,593
+1,186
| +291% | +$331K | 0.01% | 567 |
|
|
2024
Q1 | $109K | Buy |
407
+20
| +5% | +$5.35K | 0.01% | 593 |
|
|
2023
Q4 | $88.1K | Sell |
387
-227
| -37% | -$51.7K | ﹤0.01% | 613 |
|
|
2023
Q3 | $146K | Buy |
614
+131
| +27% | +$31.1K | ﹤0.01% | 642 |
|
|
2023
Q2 | $105K | Buy |
483
+167
| +53% | +$36.3K | 0.01% | 566 |
|
|
2023
Q1 | $64K | Buy |
316
+233
| +281% | +$47.2K | ﹤0.01% | 613 |
|
|
2022
Q4 | $17.9K | Hold |
83
| – | – | ﹤0.01% | 812 |
|
|
2022
Q3 | $18K | Hold |
83
| – | – | ﹤0.01% | 786 |
|
|
2022
Q2 | $15K | Buy |
+83
| New | +$15K | ﹤0.01% | 856 |
|
|
2021
Q2 | – | Sell |
-13
| Closed | -$2K | – | 1286 |
|
|
2021
Q1 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 972 |
|