EverSource Wealth Advisors’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
Q2 | $462K | Sell |
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|
2025
Q1 | $528K | Buy |
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|
2024
Q4 | $503K | Buy |
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|
2024
Q3 | $356K | Buy |
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|
2024
Q2 | $337K | Sell |
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|
2024
Q1 | $450K | Sell |
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|
2023
Q4 | $417K | Sell |
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|
2023
Q3 | $440K | Sell |
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|
2023
Q2 | $414K | Sell |
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|
2023
Q1 | $462K | Sell |
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|
2022
Q4 | $516K | Sell |
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|
2022
Q3 | $928K | Sell |
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|
2022
Q2 | $821K | Hold |
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|
2022
Q1 | $813K | Buy |
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|
2021
Q4 | $344K | Buy |
|