Covestor’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
Q3 | $114K | Buy |
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|
2025
Q2 | $99K | Buy |
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|
2025
Q1 | $53K | Buy |
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|
2024
Q4 | $31K | Sell |
|
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|
2024
Q3 | $35K | Sell |
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|
2024
Q2 | $51K | Sell |
|
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|
2024
Q1 | $61K | Sell |
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|
2023
Q4 | $88K | Sell |
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|
2023
Q3 | $99K | Buy |
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|
2023
Q2 | $80K | Sell |
|
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|
2023
Q1 | $76K | Buy |
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|
2022
Q4 | $62K | Sell |
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|
2022
Q3 | $71K | Sell |
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|
2022
Q2 | $69K | Sell |
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|
2022
Q1 | $92K | Buy |
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|
2021
Q4 | $47K | Buy |
|