Foster Victor Wealth Advisors’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
Q3 | $19.5M | Buy |
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|
2025
Q2 | $21.2M | Buy |
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|
2025
Q1 | $17M | Buy |
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|
2024
Q4 | $19M | Sell |
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|
2024
Q3 | $17.1M | Buy |
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|
2024
Q2 | $12.6M | Buy |
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|
2024
Q1 | $13M | Buy |
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|
2023
Q4 | $10.5M | Buy |
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|
2023
Q3 | $10.2M | Sell |
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|
2023
Q2 | $9.31M | Buy |
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|
2023
Q1 | $7.08M | Buy |
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|
2022
Q4 | $7.46M | Buy |
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|
2022
Q3 | $8.09M | Sell |
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|
2022
Q2 | $6.29M | Sell |
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|
2022
Q1 | $7.17M | Buy |
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|
2021
Q4 | $6.54M | Buy |
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|
2021
Q3 | $4.96M | Buy |
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|
2021
Q2 | $3.58M | Buy |
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|
2021
Q1 | $3M | Buy |
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|
2020
Q4 | $1.66M | Buy |
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|
2020
Q3 | $756K | Buy |
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|
2020
Q2 | $358K | Buy |
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