Donoghue Forlines’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 | – | Sell |
-7,054
| Closed | -$2.31M | – | 126 |
|
|
2025
Q1 | $2.31M | Buy |
7,054
+591
| +9% | +$193K | 0.73% | 32 |
|
|
2024
Q4 | $2.11M | Buy |
+6,463
| New | +$2.11M | 0.71% | 16 |
|
|
2024
Q3 | – | Sell |
-5,287
| Closed | -$1.48M | – | 261 |
|
|
2024
Q2 | $1.48M | Buy |
+5,287
| New | +$1.48M | 0.42% | 62 |
|
|
2023
Q2 | – | Sell |
-5,071
| Closed | -$1.03M | – | 265 |
|
|
2023
Q1 | $1.03M | Sell |
5,071
-599
| -11% | -$121K | 0.37% | 81 |
|
|
2022
Q4 | $1.23M | Buy |
5,670
+2,571
| +83% | +$556K | 0.43% | 71 |
|
|
2022
Q3 | $677K | Sell |
3,099
-495
| -14% | -$108K | 0.24% | 65 |
|
|
2022
Q2 | $663K | Sell |
3,594
-632
| -15% | -$117K | 0.17% | 146 |
|
|
2022
Q1 | $772K | Sell |
4,226
-7,123
| -63% | -$1.3M | 0.17% | 198 |
|
|
2021
Q4 | $1.82M | Buy |
+11,349
| New | +$1.82M | 0.31% | 74 |
|
|
2021
Q3 | – | Sell |
-12,251
| Closed | -$1.65M | – | 228 |
|
|
2021
Q2 | $1.65M | Sell |
12,251
-876
| -7% | -$118K | 0.31% | 85 |
|
|
2021
Q1 | $1.87M | Buy |
+13,127
| New | +$1.87M | 0.36% | 64 |
|