Corient Private Wealth’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 | $14.2M | Sell |
37,847
-1,689
| -4% | -$635K | 0.02% | 490 |
|
|
2025
Q1 | $12.9M | Buy |
39,536
+4,564
| +13% | +$1.49M | 0.02% | 463 |
|
|
2024
Q4 | $11.4M | Buy |
34,972
+1,180
| +3% | +$385K | 0.02% | 485 |
|
|
2024
Q3 | $7.86M | Sell |
33,792
-1,619
| -5% | -$377K | 0.01% | 606 |
|
|
2024
Q2 | $9.89M | Buy |
35,411
+458
| +1% | +$128K | 0.02% | 531 |
|
|
2024
Q1 | $9.23M | Sell |
34,953
-34,670
| -50% | -$9.16M | 0.02% | 543 |
|
|
2023
Q4 | $15.8M | Buy |
69,623
+33,880
| +95% | +$7.71M | 0.03% | 432 |
|
|
2023
Q3 | $8.49M | Buy |
35,743
+3,015
| +9% | +$717K | 0.02% | 513 |
|
|
2023
Q2 | $7.12M | Sell |
32,728
-1,466
| -4% | -$319K | 0.02% | 536 |
|
|
2023
Q1 | $6.92M | Buy |
34,194
+5,292
| +18% | +$1.07M | 0.02% | 501 |
|
|
2022
Q4 | $6.25M | Buy |
+28,902
| New | +$6.25M | 0.02% | 447 |
|