Continuum Advisory’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 | – | Sell |
-4
| Closed | -$1.31K | – | 1086 |
|
|
2025
Q1 | $1.31K | Hold |
4
| – | – | ﹤0.01% | 1461 |
|
|
2024
Q4 | $1.31K | Hold |
4
| – | – | ﹤0.01% | 1559 |
|
|
2024
Q3 | $1.26K | Buy |
4
+1
| +33% | +$315 | ﹤0.01% | 1582 |
|
|
2024
Q2 | $838 | Hold |
3
| – | – | ﹤0.01% | 1505 |
|
|
2024
Q1 | $794 | Buy |
+3
| New | +$794 | ﹤0.01% | 1511 |
|