F/M Investments’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 | $3.39M | Buy |
9,046
+468
| +5% | +$175K | 0.12% | 181 |
|
|
2025
Q1 | $2.81M | Buy |
8,578
+310
| +4% | +$101K | 0.11% | 183 |
|
|
2024
Q4 | $2.7M | Sell |
8,268
-670
| -7% | -$219K | 0.1% | 188 |
|
|
2024
Q3 | $2.06M | Buy |
+8,938
| New | +$2.06M | 0.06% | 210 |
|
|
2023
Q1 | – | Sell |
-5,632
| Closed | -$1.22M | – | 67 |
|
|
2022
Q4 | $1.22M | Buy |
+5,632
| New | +$1.22M | 1.47% | 31 |
|