Dogwood Wealth Management’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 | $384 | Sell |
1
-3
| -75% | -$1.15K | ﹤0.01% | 641 |
|
|
2025
Q1 | $1.31K | Buy |
+4
| New | +$1.31K | ﹤0.01% | 417 |
|
|
2024
Q4 | – | Hold |
0
| – | -$2 | – | 503 |
|
|
2024
Q3 | – | Hold |
0
| – | -$3 | – | 481 |
|
|
2024
Q2 | – | Hold |
0
| – | -$2 | – | 438 |
|
|
2024
Q1 | – | Hold |
0
| – | -$3 | – | 509 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 482 |
|