Envestnet Portfolio Solutions’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 | $3.04M | Sell |
8,104
-111
| -1% | -$41.6K | 0.01% | 457 |
|
|
2025
Q1 | $2.69M | Sell |
8,215
-3,587
| -30% | -$1.17M | 0.01% | 503 |
|
|
2024
Q4 | $3.85M | Sell |
11,802
-607
| -5% | -$198K | 0.01% | 463 |
|
|
2024
Q3 | $2.89M | Sell |
12,409
-2,101
| -14% | -$489K | 0.01% | 551 |
|
|
2024
Q2 | $4.05M | Sell |
14,510
-942
| -6% | -$263K | 0.01% | 424 |
|
|
2024
Q1 | $4.08M | Sell |
15,452
-167
| -1% | -$44.1K | 0.02% | 433 |
|
|
2023
Q4 | $3.56M | Sell |
15,619
-3,704
| -19% | -$843K | 0.01% | 426 |
|
|
2023
Q3 | $4.59M | Buy |
+19,323
| New | +$4.59M | 0.02% | 328 |
|