Forum Financial Management’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 | $381K | Buy |
1,016
+4
| +0.4% | +$1.5K | 0.01% | 530 |
|
|
2025
Q1 | $331K | Buy |
1,012
+1
| +0.1% | +$327 | 0.01% | 547 |
|
|
2024
Q4 | $330K | Buy |
1,011
+1
| +0.1% | +$327 | 0.01% | 560 |
|
|
2024
Q3 | $235K | Sell |
1,010
-3
| -0.3% | -$698 | ﹤0.01% | 639 |
|
|
2024
Q2 | $283K | Buy |
1,013
+4
| +0.4% | +$1.12K | 0.01% | 505 |
|
|
2024
Q1 | $267K | Buy |
1,009
+5
| +0.5% | +$1.32K | ﹤0.01% | 551 |
|
|
2023
Q4 | $229K | Hold |
1,004
| – | – | ﹤0.01% | 581 |
|
|
2023
Q3 | $239K | Hold |
1,004
| – | – | 0.01% | 513 |
|
|
2023
Q2 | $218K | Hold |
1,004
| – | – | ﹤0.01% | 578 |
|
|
2023
Q1 | $203K | Hold |
1,004
| – | – | 0.01% | 567 |
|
|
2022
Q4 | $217K | Hold |
1,004
| – | – | 0.01% | 519 |
|
|
2022
Q3 | $219K | Buy |
+1,004
| New | +$219K | 0.01% | 468 |
|