CVA Family Office’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 | $22.9K | Buy |
61
+20
| +49% | +$7.5K | ﹤0.01% | 665 |
|
|
2025
Q1 | $13.4K | Buy |
41
+8
| +24% | +$2.62K | ﹤0.01% | 752 |
|
|
2024
Q4 | $10.8K | Buy |
33
+4
| +14% | +$1.31K | ﹤0.01% | 781 |
|
|
2024
Q3 | $6.75K | Hold |
29
| – | – | ﹤0.01% | 811 |
|
|
2024
Q2 | $8.1K | Buy |
29
+4
| +16% | +$1.12K | ﹤0.01% | 768 |
|
|
2024
Q1 | $6.61K | Hold |
25
| – | – | ﹤0.01% | 810 |
|
|
2023
Q4 | $5.69K | Buy |
+25
| New | +$5.69K | ﹤0.01% | 808 |
|
|
2023
Q3 | – | Sell |
-55
| Closed | -$12K | – | 641 |
|
|
2023
Q2 | $12K | Buy |
55
+30
| +120% | +$6.52K | ﹤0.01% | 697 |
|
|
2023
Q1 | $5.06K | Hold |
25
| – | – | ﹤0.01% | 772 |
|
|
2022
Q4 | $5.4K | Sell |
25
-5
| -17% | -$1.08K | ﹤0.01% | 732 |
|
|
2022
Q3 | $7K | Hold |
30
| – | – | ﹤0.01% | 676 |
|
|
2022
Q2 | $6K | Buy |
30
+5
| +20% | +$1K | ﹤0.01% | 721 |
|
|
2022
Q1 | $5K | Buy |
25
+10
| +67% | +$2K | ﹤0.01% | 774 |
|
|
2021
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 841 |
|