Congress Wealth 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
Q2 | $420K | Buy |
+1,121
| New | +$420K | ﹤0.01% | 975 |
|
|
2022
Q4 | – | Sell |
-8,487
| Closed | -$1.85M | – | 572 |
|
|
2022
Q3 | $1.85M | Buy |
8,487
+605
| +8% | +$132K | 0.05% | 279 |
|
|
2022
Q2 | $1.46M | Buy |
7,882
+395
| +5% | +$72.9K | 0.04% | 303 |
|
|
2022
Q1 | $1.37M | Buy |
7,487
+493
| +7% | +$90K | 0.03% | 319 |
|
|
2021
Q4 | $1.12M | Buy |
+6,994
| New | +$1.12M | 0.02% | 359 |
|