FORA Capital’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
Q2 | – | Sell |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.59M | Sell |
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|
2024
Q1 | $1.56M | Sell |
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|
2023
Q4 | $1.57M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $425K | Sell |
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|
2021
Q2 | $548K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $456K | Buy |
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|
2020
Q3 | $160K | Buy |
|