Emerald Advisers’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $503K | Hold |
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|
2025
Q4 | $597K | Sell |
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|
2025
Q3 | $581K | Sell |
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|
2025
Q2 | $750K | Buy |
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|
2025
Q1 | $365K | Sell |
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|
2024
Q4 | $385K | Sell |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $702K | Sell |
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|
2024
Q1 | $853K | Sell |
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|
2023
Q4 | $747K | Sell |
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|
2023
Q3 | $794K | Buy |
|