FORA Capital’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 | – | Sell |
-5,283
| Closed | -$1.73M | – | 620 |
|
|
2025
Q1 | $1.73M | Buy |
+5,283
| New | +$1.73M | 0.18% | 175 |
|
|
2024
Q3 | – | Sell |
-5,675
| Closed | -$1.59M | – | 513 |
|
|
2024
Q2 | $1.59M | Sell |
5,675
-227
| -4% | -$63.4K | 0.19% | 169 |
|
|
2024
Q1 | $1.56M | Sell |
5,902
-1,014
| -15% | -$268K | 0.13% | 189 |
|
|
2023
Q4 | $1.57M | Buy |
+6,916
| New | +$1.57M | 0.14% | 194 |
|
|
2021
Q4 | – | Sell |
-2,710
| Closed | -$425K | – | 392 |
|
|
2021
Q3 | $425K | Sell |
2,710
-1,348
| -33% | -$211K | 0.11% | 228 |
|
|
2021
Q2 | $548K | Buy |
+4,058
| New | +$548K | 0.1% | 236 |
|
|
2021
Q1 | – | Sell |
-4,371
| Closed | -$456K | – | 953 |
|
|
2020
Q4 | $456K | Buy |
4,371
+2,288
| +110% | +$239K | 0.07% | 307 |
|
|
2020
Q3 | $160K | Buy |
+2,083
| New | +$160K | 0.1% | 214 |
|