First Horizon 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 | $199K | Buy |
531
+109
| +26% | +$40.9K | 0.01% | 523 |
|
|
2025
Q1 | $138K | Sell |
422
-10
| -2% | -$3.27K | ﹤0.01% | 593 |
|
|
2024
Q4 | $141K | Buy |
432
+47
| +12% | +$15.3K | ﹤0.01% | 604 |
|
|
2024
Q3 | $89.6K | Buy |
385
+94
| +32% | +$21.9K | ﹤0.01% | 764 |
|
|
2024
Q2 | $81.3K | Sell |
291
-77
| -21% | -$21.5K | ﹤0.01% | 742 |
|
|
2024
Q1 | $97.2K | Sell |
368
-43
| -10% | -$11.4K | ﹤0.01% | 701 |
|
|
2023
Q4 | $93.6K | Sell |
411
-85
| -17% | -$19.3K | ﹤0.01% | 685 |
|
|
2023
Q3 | $118K | Buy |
496
+55
| +12% | +$13.1K | ﹤0.01% | 579 |
|
|
2023
Q2 | $95.9K | Sell |
441
-106
| -19% | -$23K | ﹤0.01% | 663 |
|
|
2023
Q1 | $111K | Sell |
547
-335
| -38% | -$67.8K | ﹤0.01% | 615 |
|
|
2022
Q4 | $191K | Buy |
882
+362
| +70% | +$78.3K | 0.01% | 462 |
|
|
2022
Q3 | $113K | Sell |
520
-71
| -12% | -$15.4K | ﹤0.01% | 571 |
|
|
2022
Q2 | $108K | Buy |
591
+414
| +234% | +$75.7K | ﹤0.01% | 639 |
|
|
2022
Q1 | $32K | Sell |
177
-38
| -18% | -$6.87K | ﹤0.01% | 763 |
|
|
2021
Q4 | $33K | Sell |
215
-5
| -2% | -$767 | ﹤0.01% | 1098 |
|
|
2021
Q3 | $34K | Buy |
220
+80
| +57% | +$12.4K | ﹤0.01% | 1061 |
|
|
2021
Q2 | $18K | Sell |
140
-9
| -6% | -$1.16K | ﹤0.01% | 1145 |
|
|
2021
Q1 | $21K | Buy |
149
+46
| +45% | +$6.48K | ﹤0.01% | 1057 |
|
|
2020
Q4 | $10K | Buy |
103
+49
| +91% | +$4.76K | ﹤0.01% | 1074 |
|
|
2020
Q3 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 1208 |
|