Forum Financial Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $364K | Buy |
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|
2025
Q3 | $339K | Buy |
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|
2025
Q2 | $381K | Buy |
|
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|
2025
Q1 | $331K | Buy |
|
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|
2024
Q4 | $330K | Buy |
|
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|
2024
Q3 | $235K | Sell |
|
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|
2024
Q2 | $283K | Buy |
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|
2024
Q1 | $267K | Buy |
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|
2023
Q4 | $229K | Hold |
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|
2023
Q3 | $239K | Hold |
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|
2023
Q2 | $218K | Hold |
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|
2023
Q1 | $203K | Hold |
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|
2022
Q4 | $217K | Hold |
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|
2022
Q3 | $219K | Buy |
|