FPAS
Focus Partners Advisor Solutions’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42M | Sell |
111,969
-977
| -0.9% | -$366K | 0.56% | 32 |
|
|
2025
Q1 | $36.9M | Buy |
112,946
+8,417
| +8% | +$2.75M | 0.56% | 30 |
|
|
2024
Q4 | $34.1M | Sell |
104,529
-43,940
| -30% | -$14.3M | 0.58% | 29 |
|
|
2024
Q3 | $34.5M | Buy |
148,469
+623
| +0.4% | +$145K | 0.73% | 26 |
|
|
2024
Q2 | $41.3M | Buy |
+147,846
| New | +$41.3M | 1.08% | 17 |
|
|
2024
Q1 | – | Sell |
-17,865
| Closed | -$4.07M | – | 620 |
|
|
2023
Q4 | $4.07M | Buy |
17,865
+30
| +0.2% | +$6.83K | 0.2% | 55 |
|
|
2023
Q3 | $4.24M | Buy |
+17,835
| New | +$4.24M | 0.21% | 54 |
|
|
2023
Q2 | – | Sell |
-32,852
| Closed | -$6.65M | – | 395 |
|
|
2023
Q1 | $6.65M | Buy |
32,852
+3,313
| +11% | +$671K | 0.43% | 36 |
|
|
2022
Q4 | $6.39M | Buy |
29,539
+2,758
| +10% | +$596K | 0.49% | 33 |
|
|
2022
Q3 | $5.85M | Buy |
+26,781
| New | +$5.85M | 0.35% | 34 |
|
|
2022
Q2 | – | Sell |
-17,809
| Closed | -$3.25M | – | 373 |
|
|
2022
Q1 | $3.25M | Buy |
+17,809
| New | +$3.25M | 0.32% | 47 |
|