FAM
Flaharty Asset Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96K | Hold |
256
| – | – | 0.02% | 123 |
|
|
2025
Q1 | $83.7K | Buy |
+256
| New | +$83.7K | 0.01% | 175 |
|
|
2024
Q4 | – | Sell |
-187
| Closed | -$43.5K | – | 289 |
|
|
2024
Q3 | $43.5K | Buy |
+187
| New | +$43.5K | 0.01% | 222 |
|
|
2023
Q4 | – | Sell |
-128
| Closed | -$30.4K | – | 300 |
|
|
2023
Q3 | $30.4K | Buy |
+128
| New | +$30.4K | 0.01% | 233 |
|