Coppell Advisory Solutions’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
$2.59M Buy
+7,102
New +$2.59M 0.31% 61
2025
Q1
Sell
-8
Closed -$2.62K 1192
2024
Q4
$2.62K Hold
8
﹤0.01% 1491
2024
Q3
$1.85K Hold
8
﹤0.01% 1459
2024
Q2
$2.23K Buy
+8
New +$2.23K ﹤0.01% 1367