Drive 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 | $244K | Buy |
650
+12
| +2% | +$4.5K | 0.05% | 274 |
|
|
2025
Q1 | $209K | Sell |
638
-24
| -4% | -$7.85K | 0.05% | 294 |
|
|
2024
Q4 | $216K | Buy |
+662
| New | +$216K | 0.05% | 293 |
|
|
2024
Q3 | – | Sell |
-962
| Closed | -$269K | – | 340 |
|
|
2024
Q2 | $269K | Buy |
962
+33
| +4% | +$9.21K | 0.07% | 225 |
|
|
2024
Q1 | $245K | Buy |
+929
| New | +$245K | 0.07% | 243 |
|
|
2023
Q4 | – | Sell |
-847
| Closed | -$201K | – | 314 |
|
|
2023
Q3 | $201K | Buy |
+847
| New | +$201K | 0.07% | 245 |
|