Farther Finance 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
Q3
$174K Buy
2025
Q2
$139K Sell
2025
Q1
$128K Sell
2024
Q4
$141K Buy
2024
Q3
$95.6K Sell
2024
Q2
$117K Buy
2024
Q1
$41K Buy
2023
Q4
$26.4K Buy
2023
Q3
$13.5K Buy
2023
Q2
$6.96K Buy
2023
Q1
$1.01K Buy
2022
Q4
$432 Buy