Erste Asset 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 | $365K | Buy |
+1,000
| New | +$365K | ﹤0.01% | 682 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 706 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 727 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 738 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 735 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 737 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 754 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 754 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 780 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 783 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 776 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 757 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 773 |
|