Farther Finance Advisors’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 | $139K | Sell |
370
-12
| -3% | -$4.5K | ﹤0.01% | 1580 |
|
|
2025
Q1 | $128K | Sell |
382
-50
| -12% | -$16.7K | ﹤0.01% | 1420 |
|
|
2024
Q4 | $141K | Buy |
432
+21
| +5% | +$6.86K | 0.01% | 1161 |
|
|
2024
Q3 | $95.6K | Sell |
411
-5
| -1% | -$1.16K | ﹤0.01% | 1323 |
|
|
2024
Q2 | $117K | Buy |
416
+262
| +170% | +$73.9K | 0.01% | 1066 |
|
|
2024
Q1 | $41K | Buy |
154
+38
| +33% | +$10.1K | ﹤0.01% | 1252 |
|
|
2023
Q4 | $26.4K | Buy |
116
+59
| +104% | +$13.4K | ﹤0.01% | 1247 |
|
|
2023
Q3 | $13.5K | Buy |
57
+25
| +78% | +$5.94K | ﹤0.01% | 1200 |
|
|
2023
Q2 | $6.96K | Buy |
32
+27
| +540% | +$5.87K | ﹤0.01% | 1313 |
|
|
2023
Q1 | $1.01K | Buy |
5
+3
| +150% | +$607 | ﹤0.01% | 1842 |
|
|
2022
Q4 | $432 | Buy |
+2
| New | +$432 | ﹤0.01% | 1859 |
|