GeoWealth 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 | $246K | Buy |
655
+43
| +7% | +$16.1K | 0.01% | 601 |
|
|
2025
Q1 | $200K | Sell |
612
-164
| -21% | -$53.7K | 0.01% | 658 |
|
|
2024
Q4 | $253K | Sell |
776
-204
| -21% | -$66.6K | 0.01% | 675 |
|
|
2024
Q3 | $228K | Buy |
980
+92
| +10% | +$21.4K | 0.01% | 677 |
|
|
2024
Q2 | $248K | Buy |
888
+114
| +15% | +$31.8K | 0.01% | 626 |
|
|
2024
Q1 | $204K | Buy |
+774
| New | +$204K | 0.01% | 683 |
|