Concord Wealth Partners’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 | $7.99K | Hold |
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|
2025
Q2 | $9K | Hold |
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|
2025
Q1 | $7.85K | Hold |
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|
2024
Q4 | $7.84K | Hold |
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|
2024
Q3 | $5.58K | Hold |
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|
2024
Q2 | $6.7K | Hold |
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|
2024
Q1 | $6.34K | Hold |
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|
2023
Q4 | $5.46K | Hold |
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|
2023
Q3 | $5.7K | Hold |
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|
2023
Q2 | $5.22K | Hold |
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|
2023
Q1 | $4.86K | Hold |
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|
2022
Q4 | $5.19K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $4K | Hold |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $3K | Hold |
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|
2020
Q4 | $3K | Buy |
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