De Burlo Group’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 | $375K | Hold |
1,000
| – | – | 0.05% | 72 |
|
|
2025
Q1 | $327K | Hold |
1,000
| – | – | 0.05% | 71 |
|
|
2024
Q4 | $327K | Buy |
+1,000
| New | +$327K | 0.04% | 73 |
|
|
2024
Q3 | – | Sell |
-750
| Closed | -$209K | – | 83 |
|
|
2024
Q2 | $209K | Buy |
+750
| New | +$209K | 0.03% | 79 |
|
|
2023
Q2 | – | Sell |
-6,600
| Closed | -$1.34M | – | 89 |
|
|
2023
Q1 | $1.34M | Buy |
+6,600
| New | +$1.34M | 0.26% | 57 |
|