Dynasty 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 | $2.04M | Sell |
5,435
-896
| -14% | -$336K | 0.03% | 80 |
|
|
2025
Q1 | $2.07M | Buy |
6,331
+166
| +3% | +$54.3K | 0.03% | 87 |
|
|
2024
Q4 | $2.01M | Buy |
6,165
+2,283
| +59% | +$745K | 0.03% | 94 |
|
|
2024
Q3 | $903K | Buy |
3,882
+2,303
| +146% | +$536K | 0.03% | 137 |
|
|
2024
Q2 | $441K | Buy |
1,579
+757
| +92% | +$211K | 0.01% | 195 |
|
|
2024
Q1 | $217K | Buy |
+822
| New | +$217K | 0.01% | 246 |
|