Concord Wealth Partners’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 | $9K | Hold |
24
| – | – | ﹤0.01% | 557 |
|
|
2025
Q1 | $7.85K | Hold |
24
| – | – | ﹤0.01% | 532 |
|
|
2024
Q4 | $7.84K | Hold |
24
| – | – | ﹤0.01% | 543 |
|
|
2024
Q3 | $5.58K | Hold |
24
| – | – | ﹤0.01% | 618 |
|
|
2024
Q2 | $6.7K | Hold |
24
| – | – | ﹤0.01% | 546 |
|
|
2024
Q1 | $6.34K | Hold |
24
| – | – | ﹤0.01% | 622 |
|
|
2023
Q4 | $5.46K | Hold |
24
| – | – | ﹤0.01% | 631 |
|
|
2023
Q3 | $5.7K | Hold |
24
| – | – | ﹤0.01% | 698 |
|
|
2023
Q2 | $5.22K | Hold |
24
| – | – | ﹤0.01% | 698 |
|
|
2023
Q1 | $4.86K | Hold |
24
| – | – | ﹤0.01% | 676 |
|
|
2022
Q4 | $5.19K | Buy |
+24
| New | +$5.19K | ﹤0.01% | 755 |
|
|
2022
Q3 | – | Sell |
-24
| Closed | -$4K | – | 706 |
|
|
2022
Q2 | $4K | Hold |
24
| – | – | ﹤0.01% | 875 |
|
|
2022
Q1 | $4K | Hold |
24
| – | – | ﹤0.01% | 970 |
|
|
2021
Q4 | $4K | Hold |
24
| – | – | ﹤0.01% | 997 |
|
|
2021
Q3 | $4K | Hold |
24
| – | – | ﹤0.01% | 632 |
|
|
2021
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 827 |
|
|
2021
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 764 |
|
|
2020
Q4 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 475 |
|