Gradient Investments’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
Q3 | $1.84M | Sell |
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|
2025
Q2 | $2.21M | Sell |
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|
2025
Q1 | $2.12M | Sell |
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|
2024
Q4 | $2.37M | Sell |
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|
2024
Q3 | $1.79M | Sell |
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|
2024
Q2 | $4.57M | Sell |
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|
2024
Q1 | $4.35M | Sell |
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|
2023
Q4 | $4.19M | Sell |
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|
2023
Q3 | $4.46M | Buy |
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|
2023
Q2 | $4.05M | Buy |
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|
2023
Q1 | $3.15M | Buy |
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|
2022
Q4 | $3.34M | Buy |
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|
2022
Q3 | $3.08M | Sell |
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|
2022
Q2 | $4.85M | Sell |
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|
2022
Q1 | $8.06M | Sell |
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|
2021
Q4 | $7.62M | Buy |
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