Financial Advocates Investment Management’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 | $252K | Sell |
672
-204
| -23% | -$76.4K | 0.02% | 537 |
|
|
2025
Q1 | $287K | Buy |
876
+42
| +5% | +$13.7K | 0.02% | 570 |
|
|
2024
Q4 | $272K | Sell |
834
-48
| -5% | -$15.7K | 0.02% | 623 |
|
|
2024
Q3 | $205K | Buy |
+882
| New | +$205K | 0.01% | 709 |
|
|
2024
Q1 | – | Sell |
-5,393
| Closed | -$1.23M | – | 772 |
|
|
2023
Q4 | $1.23M | Buy |
5,393
+93
| +2% | +$21.2K | 0.08% | 246 |
|
|
2023
Q3 | $1.26M | Buy |
5,300
+23
| +0.4% | +$5.47K | 0.09% | 230 |
|
|
2023
Q2 | $1.15M | Sell |
5,277
-10
| -0.2% | -$2.17K | 0.08% | 245 |
|
|
2023
Q1 | $1.07M | Buy |
5,287
+267
| +5% | +$54K | 0.08% | 275 |
|
|
2022
Q4 | $1.09M | Sell |
5,020
-795
| -14% | -$172K | 0.08% | 263 |
|
|
2022
Q3 | $1.06M | Buy |
5,815
+992
| +21% | +$181K | 0.09% | 239 |
|
|
2022
Q2 | $890K | Buy |
4,823
+23
| +0.5% | +$4.24K | 0.07% | 283 |
|
|
2022
Q1 | $877K | Buy |
4,800
+44
| +0.9% | +$8.04K | 0.06% | 323 |
|
|
2021
Q4 | $761K | Sell |
4,756
-4,499
| -49% | -$720K | 0.05% | 385 |
|
|
2021
Q3 | $1.45M | Buy |
9,255
+15
| +0.2% | +$2.35K | 0.1% | 241 |
|
|
2021
Q2 | $1.25M | Buy |
9,240
+188
| +2% | +$25.4K | 0.08% | 271 |
|
|
2021
Q1 | $1.29M | Buy |
9,052
+26
| +0.3% | +$3.7K | 0.09% | 254 |
|
|
2020
Q4 | $941K | Buy |
9,026
+792
| +10% | +$82.6K | 0.06% | 314 |
|
|
2020
Q3 | $631K | Buy |
8,234
+25
| +0.3% | +$1.92K | 0.05% | 324 |
|
|
2020
Q2 | $644K | Buy |
8,209
+152
| +2% | +$11.9K | 0.06% | 307 |
|
|
2020
Q1 | $439K | Sell |
8,057
-8,672
| -52% | -$473K | 0.06% | 292 |
|
|
2019
Q4 | $1.54M | Buy |
+16,729
| New | +$1.54M | 0.16% | 147 |
|