Family Wealth Partners’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 | $42M | Sell |
111,902
-43
| -0% | -$16.1K | 16.79% | 1 |
|
|
2025
Q1 | $36.6M | Buy |
111,945
+4,084
| +4% | +$1.34M | 16.72% | 1 |
|
|
2024
Q4 | $35.2M | Sell |
107,861
-40,035
| -27% | -$13.1M | 16.74% | 1 |
|
|
2024
Q3 | $34.4M | Buy |
147,896
+608
| +0.4% | +$141K | 17.6% | 1 |
|
|
2024
Q2 | $41.1M | Buy |
147,288
+348
| +0.2% | +$97.2K | 21.35% | 1 |
|
|
2024
Q1 | $38.8M | Buy |
146,940
+76,426
| +108% | +$20.2M | 22% | 1 |
|
|
2023
Q4 | $16.1M | Buy |
+70,514
| New | +$16.1M | 12.39% | 1 |
|