Flagship Harbor 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 | – | Sell |
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|
2025
Q2 | $214K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $16K | Sell |
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|
2020
Q2 | $29K | Hold |
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|
2020
Q1 | $20K | Buy |
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|
2019
Q4 | $30K | Buy |
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|
2019
Q3 | $18K | Hold |
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|
2019
Q2 | $17K | Sell |
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|
2019
Q1 | $19K | Buy |
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|
2018
Q4 | $13K | Hold |
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|
2018
Q3 | $14K | Sell |
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|
2018
Q2 | $27K | Buy |
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