GPS Wealth Strategies Group’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 | $11.3K | Buy |
30
+15
| +100% | +$5.63K | ﹤0.01% | 1001 |
|
|
2025
Q1 | $4.91K | Hold |
15
| – | – | ﹤0.01% | 1156 |
|
|
2024
Q4 | $4.9K | Hold |
15
| – | – | ﹤0.01% | 1098 |
|
|
2024
Q3 | $3.49K | Hold |
15
| – | – | ﹤0.01% | 1163 |
|
|
2024
Q2 | $4.19K | Hold |
15
| – | – | ﹤0.01% | 1097 |
|
|
2024
Q1 | $3.96K | Hold |
15
| – | – | ﹤0.01% | 1046 |
|
|
2023
Q4 | $3.41K | Hold |
15
| – | – | ﹤0.01% | 1051 |
|
|
2023
Q3 | $3.57K | Hold |
15
| – | – | ﹤0.01% | 1032 |
|
|
2023
Q2 | $3.26K | Hold |
15
| – | – | ﹤0.01% | 1050 |
|
|
2023
Q1 | $3.04K | Buy |
+15
| New | +$3.04K | ﹤0.01% | 1065 |
|
|
2022
Q4 | – | Sell |
-15
| Closed | -$3K | – | 677 |
|
|
2022
Q3 | $3K | Buy |
15
+2
| +15% | +$400 | ﹤0.01% | 992 |
|
|
2022
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 1024 |
|
|
2022
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 970 |
|
|
2021
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 989 |
|
|
2021
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 950 |
|
|
2021
Q2 | $2K | Buy |
13
+10
| +333% | +$1.54K | ﹤0.01% | 970 |
|
|
2021
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 949 |
|