Global Retirement Partners’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 | $289K | Buy |
+770
| New | +$289K | 0.01% | 927 |
|
|
2024
Q4 | $89.3K | Sell |
273
-10
| -4% | -$3.27K | ﹤0.01% | 1338 |
|
|
2024
Q3 | $65.9K | Buy |
283
+43
| +18% | +$10K | ﹤0.01% | 1424 |
|
|
2024
Q2 | $67.1K | Sell |
240
-36
| -13% | -$10.1K | ﹤0.01% | 1379 |
|
|
2024
Q1 | $73K | Sell |
276
-44
| -14% | -$11.6K | ﹤0.01% | 1228 |
|
|
2023
Q4 | $74.6K | Sell |
320
-142
| -31% | -$33.1K | ﹤0.01% | 1185 |
|
|
2023
Q3 | $107K | Buy |
462
+12
| +3% | +$2.79K | 0.01% | 906 |
|
|
2023
Q2 | $97.9K | Sell |
450
-209
| -32% | -$45.5K | ﹤0.01% | 962 |
|
|
2023
Q1 | $124K | Buy |
659
+109
| +20% | +$20.5K | 0.01% | 838 |
|
|
2022
Q4 | $119K | Sell |
550
-134
| -20% | -$29K | 0.01% | 758 |
|
|
2022
Q3 | $175K | Sell |
684
-75
| -10% | -$19.2K | 0.01% | 603 |
|
|
2022
Q2 | $140K | Hold |
759
| – | – | 0.01% | 648 |
|
|
2022
Q1 | $140K | Buy |
+759
| New | +$140K | 0.01% | 646 |
|
|
2021
Q4 | – | Sell |
-389
| Closed | -$61K | – | 1135 |
|
|
2021
Q3 | $61K | Buy |
389
+103
| +36% | +$16.2K | 0.01% | 783 |
|
|
2021
Q2 | $39K | Buy |
286
+5
| +2% | +$682 | ﹤0.01% | 966 |
|
|
2021
Q1 | $40K | Buy |
281
+4
| +1% | +$569 | ﹤0.01% | 862 |
|
|
2020
Q4 | $29K | Buy |
277
+45
| +19% | +$4.71K | ﹤0.01% | 913 |
|
|
2020
Q3 | $18K | Buy |
232
+56
| +32% | +$4.35K | ﹤0.01% | 967 |
|
|
2020
Q2 | $14K | Buy |
176
+22
| +14% | +$1.75K | ﹤0.01% | 1016 |
|
|
2020
Q1 | $8K | Hold |
154
| – | – | ﹤0.01% | 1098 |
|
|
2019
Q4 | $14K | Hold |
154
| – | – | ﹤0.01% | 1070 |
|
|
2019
Q3 | $13K | Buy |
154
+147
| +2,100% | +$12.4K | ﹤0.01% | 1051 |
|
|
2019
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1519 |
|