Clearstead Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $666 | Sell |
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|
2025
Q2 | $39K | Sell |
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|
2025
Q1 | $39.3K | Sell |
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|
2024
Q4 | $396K | Sell |
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|
2024
Q3 | $361K | Sell |
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|
2024
Q2 | $445K | Buy |
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|
2024
Q1 | $109K | Buy |
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|
2023
Q4 | $88.1K | Sell |
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|
2023
Q3 | $146K | Buy |
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|
2023
Q2 | $105K | Buy |
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|
2023
Q1 | $64K | Buy |
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|
2022
Q4 | $17.9K | Hold |
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|
2022
Q3 | $18K | Hold |
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|
2022
Q2 | $15K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2K | Buy |
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