Covestor’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 | $99K | Buy |
263
+103
| +64% | +$38.8K | 0.06% | 565 |
|
|
2025
Q1 | $53K | Buy |
160
+64
| +67% | +$21.2K | 0.04% | 823 |
|
|
2024
Q4 | $31K | Sell |
96
-53
| -36% | -$17.1K | 0.02% | 1022 |
|
|
2024
Q3 | $35K | Sell |
149
-32
| -18% | -$7.52K | 0.02% | 1001 |
|
|
2024
Q2 | $51K | Sell |
181
-49
| -21% | -$13.8K | 0.03% | 845 |
|
|
2024
Q1 | $61K | Sell |
230
-155
| -40% | -$41.1K | 0.04% | 803 |
|
|
2023
Q4 | $88K | Sell |
385
-32
| -8% | -$7.31K | 0.06% | 579 |
|
|
2023
Q3 | $99K | Buy |
417
+50
| +14% | +$11.9K | 0.07% | 422 |
|
|
2023
Q2 | $80K | Sell |
367
-6
| -2% | -$1.31K | 0.06% | 560 |
|
|
2023
Q1 | $76K | Buy |
373
+85
| +30% | +$17.3K | 0.07% | 528 |
|
|
2022
Q4 | $62K | Sell |
288
-38
| -12% | -$8.18K | 0.05% | 632 |
|
|
2022
Q3 | $71K | Sell |
326
-46
| -12% | -$10K | 0.06% | 544 |
|
|
2022
Q2 | $69K | Sell |
372
-130
| -26% | -$24.1K | 0.05% | 609 |
|
|
2022
Q1 | $92K | Buy |
502
+206
| +70% | +$37.8K | 0.06% | 555 |
|
|
2021
Q4 | $47K | Buy |
+296
| New | +$47K | 0.07% | 577 |
|