Focus Partners Wealth’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 | $1.6M | Sell |
4,280
-80
| -2% | -$30K | ﹤0.01% | 961 |
|
|
2025
Q1 | $1.43M | Buy |
4,360
+473
| +12% | +$155K | ﹤0.01% | 941 |
|
|
2024
Q4 | $1.27M | Buy |
3,887
+473
| +14% | +$154K | ﹤0.01% | 973 |
|
|
2024
Q3 | $794K | Sell |
3,414
-49
| -1% | -$11.4K | ﹤0.01% | 999 |
|
|
2024
Q2 | $967K | Buy |
3,463
+18
| +0.5% | +$5.03K | ﹤0.01% | 801 |
|
|
2024
Q1 | $910K | Buy |
3,445
+42
| +1% | +$11.1K | 0.01% | 623 |
|
|
2023
Q4 | $775K | Buy |
+3,403
| New | +$775K | 0.01% | 495 |
|