Golden State Wealth 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 | $187K | Hold |
500
| – | – | 0.02% | 366 |
|
|
2025
Q1 | $164K | Hold |
500
| – | – | 0.02% | 368 |
|
|
2024
Q4 | $163K | Buy |
+500
| New | +$163K | 0.02% | 355 |
|
|
2020
Q2 | – | Sell |
-454
| Closed | -$25K | – | 586 |
|
|
2020
Q1 | $25K | Buy |
+454
| New | +$25K | 0.01% | 468 |
|
|
2019
Q4 | – | Sell |
-582
| Closed | -$48K | – | 552 |
|
|
2019
Q3 | $48K | Sell |
582
-23
| -4% | -$1.9K | 0.02% | 436 |
|
|
2019
Q2 | $49K | Buy |
605
+83
| +16% | +$6.72K | 0.02% | 462 |
|
|
2019
Q1 | $36K | Buy |
+522
| New | +$36K | 0.01% | 517 |
|