CoreCap Advisors’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
Q4 | $66.4K | Sell |
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|
2025
Q3 | $170K | Sell |
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|
2025
Q2 | $671K | Buy |
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|
2025
Q1 | $55.4K | Hold |
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|
2024
Q4 | $55.3K | Buy |
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|
2024
Q3 | $36.3K | Hold |
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|
2024
Q2 | $43.6K | Sell |
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|
2024
Q1 | $41.7K | Buy |
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|
2022
Q4 | $128K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $54K | Buy |
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