Ethic Inc’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.92M | Sell |
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|
2025
Q2 | $2.41M | Buy |
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|
2025
Q1 | $1.84M | Buy |
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|
2024
Q4 | $1.61M | Sell |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.65M | Buy |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $949K | Sell |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $901K | Sell |
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|
2023
Q1 | $984K | Buy |
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|
2022
Q4 | $928K | Buy |
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|
2022
Q3 | $837K | Buy |
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|
2022
Q2 | $571K | Buy |
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|
2022
Q1 | $349K | Sell |
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|
2021
Q4 | $365K | Buy |
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|
2021
Q3 | $282K | Buy |
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|
2021
Q2 | $213K | Buy |
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