Financiere des Professionnels’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 | – | Sell |
-1,254
| Closed | -$410K | – | 390 |
|
|
2025
Q1 | $410K | Sell |
1,254
-157
| -11% | -$51.4K | 0.03% | 141 |
|
|
2024
Q4 | $461K | Sell |
1,411
-2,139
| -60% | -$698K | 0.03% | 140 |
|
|
2024
Q3 | $826K | Sell |
3,550
-851
| -19% | -$198K | 0.06% | 129 |
|
|
2024
Q2 | $1.24M | Buy |
4,401
+1,189
| +37% | +$335K | 0.1% | 126 |
|
|
2024
Q1 | $849K | Buy |
+3,212
| New | +$849K | 0.07% | 127 |
|