Concorde Asset Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $583K | Sell |
1,830
-156
| -8% | -$49.7K | 0.31% | 49 |
|
|
2024
Q4 | $648K | Sell |
1,986
-181
| -8% | -$59.1K | 0.34% | 52 |
|
|
2024
Q3 | $504K | Sell |
2,167
-33
| -2% | -$7.68K | 0.28% | 62 |
|
|
2024
Q2 | $614K | Hold |
2,200
| – | – | 0.38% | 44 |
|
|
2024
Q1 | $581K | Sell |
2,200
-451
| -17% | -$119K | 0.4% | 44 |
|
|
2023
Q4 | $603K | Sell |
2,651
-33
| -1% | -$7.51K | 0.41% | 41 |
|
|
2023
Q3 | $638K | Buy |
2,684
+11
| +0.4% | +$2.62K | 0.57% | 36 |
|
|
2023
Q2 | $581K | Buy |
+2,673
| New | +$581K | 0.54% | 34 |
|