Gladstone Institutional Advisory’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 | $695K | Sell |
1,854
-165
| -8% | -$61.9K | 0.03% | 414 |
|
|
2025
Q1 | $661K | Buy |
+2,019
| New | +$661K | 0.03% | 405 |
|
|
2024
Q3 | – | Sell |
-2,467
| Closed | -$689K | – | 711 |
|
|
2024
Q2 | $689K | Sell |
2,467
-51
| -2% | -$14.2K | 0.04% | 369 |
|
|
2024
Q1 | $665K | Buy |
+2,518
| New | +$665K | 0.04% | 360 |
|
|
2023
Q4 | – | Sell |
-1,716
| Closed | -$408K | – | 682 |
|
|
2023
Q3 | $408K | Sell |
1,716
-241
| -12% | -$57.3K | 0.03% | 424 |
|
|
2023
Q2 | $426K | Buy |
1,957
+593
| +43% | +$129K | 0.03% | 434 |
|
|
2023
Q1 | $276K | Buy |
+1,364
| New | +$276K | 0.02% | 550 |
|
|
2022
Q4 | – | Sell |
-953
| Closed | -$208K | – | 671 |
|
|
2022
Q3 | $208K | Buy |
+953
| New | +$208K | 0.02% | 573 |
|
|
2022
Q2 | – | Sell |
-1,172
| Closed | -$214K | – | 696 |
|
|
2022
Q1 | $214K | Sell |
1,172
-128
| -10% | -$23.4K | 0.01% | 652 |
|
|
2021
Q4 | $208K | Buy |
+1,300
| New | +$208K | 0.02% | 555 |
|