Gladstone Institutional Advisory’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
Q4 | – | Sell |
|
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|
2025
Q3 | $695K | Buy |
|
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|
2025
Q2 | $695K | Sell |
|
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|
2025
Q1 | $661K | Buy |
|
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $689K | Sell |
|
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|
2024
Q1 | $665K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $408K | Sell |
|
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|
2023
Q2 | $426K | Buy |
|
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|
2023
Q1 | $276K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $208K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $214K | Sell |
|
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|
2021
Q4 | $208K | Buy |
|