Emerald Advisers’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 | $750K | Buy |
2,000
+883
| +79% | +$331K | 0.03% | 154 |
|
|
2025
Q1 | $365K | Sell |
1,117
-62
| -5% | -$20.3K | 0.02% | 185 |
|
|
2024
Q4 | $385K | Sell |
1,179
-526
| -31% | -$172K | 0.01% | 190 |
|
|
2024
Q3 | $397K | Sell |
1,705
-808
| -32% | -$188K | 0.02% | 188 |
|
|
2024
Q2 | $702K | Sell |
2,513
-716
| -22% | -$200K | 0.03% | 153 |
|
|
2024
Q1 | $853K | Sell |
3,229
-53
| -2% | -$14K | 0.03% | 148 |
|
|
2023
Q4 | $747K | Sell |
3,282
-57
| -2% | -$13K | 0.03% | 162 |
|
|
2023
Q3 | $794K | Buy |
+3,339
| New | +$794K | 0.04% | 154 |
|