Empowered Funds’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 | $6.51M | Buy |
17,369
+5,876
| +51% | +$2.2M | 0.07% | 362 |
|
|
2025
Q1 | $3.76M | Sell |
11,493
-622
| -5% | -$203K | 0.05% | 476 |
|
|
2024
Q4 | $3.96M | Sell |
12,115
-2,170
| -15% | -$709K | 0.06% | 450 |
|
|
2024
Q3 | $3.32M | Buy |
14,285
+4,702
| +49% | +$1.09M | 0.05% | 496 |
|
|
2024
Q2 | $2.68M | Buy |
9,583
+4,794
| +100% | +$1.34M | 0.05% | 510 |
|
|
2024
Q1 | $1.27M | Buy |
4,789
+3,837
| +403% | +$1.01M | 0.02% | 774 |
|
|
2023
Q4 | $217K | Buy |
+952
| New | +$217K | 0.01% | 1191 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 539 |
|
|
2022
Q4 | – | Sell |
-14,122
| Closed | -$3.09M | – | 353 |
|
|
2022
Q3 | $3.09M | Buy |
+14,122
| New | +$3.09M | 0.3% | 92 |
|