EA
Everpar Advisors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $825K | Sell |
2,201
-11
| -0.5% | -$4.13K | 0.38% | 52 |
|
|
2025
Q1 | $724K | Sell |
2,212
-220
| -9% | -$72K | 0.38% | 55 |
|
|
2024
Q4 | $794K | Buy |
2,432
+3
| +0.1% | +$980 | 0.4% | 52 |
|
|
2024
Q3 | $565K | Sell |
2,429
-307
| -11% | -$71.4K | 0.29% | 93 |
|
|
2024
Q2 | $764K | Buy |
2,736
+140
| +5% | +$39.1K | 0.38% | 60 |
|
|
2024
Q1 | $686K | Sell |
2,596
-2,064
| -44% | -$545K | 0.42% | 67 |
|
|
2023
Q4 | $1.06M | Buy |
+4,660
| New | +$1.06M | 0.49% | 47 |
|