Estate Counselors’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 | – | Sell |
-12,430
| Closed | -$4.07M | – | 108 |
|
|
2025
Q1 | $4.07M | Buy |
+12,430
| New | +$4.07M | 0.42% | 32 |
|
|
2023
Q4 | – | Sell |
-5,310
| Closed | -$1.26M | – | 128 |
|
|
2023
Q3 | $1.26M | Buy |
5,310
+20
| +0.4% | +$4.75K | 0.17% | 80 |
|
|
2023
Q2 | $1.15M | Hold |
5,290
| – | – | 0.15% | 101 |
|
|
2023
Q1 | $1.07M | Buy |
+5,290
| New | +$1.07M | 0.14% | 98 |
|