Gradient Investments’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
5,885
-595
| -9% | -$223K | 0.04% | 180 |
|
|
2025
Q1 | $2.12M | Sell |
6,480
-779
| -11% | -$255K | 0.04% | 175 |
|
|
2024
Q4 | $2.37M | Sell |
7,259
-441
| -6% | -$144K | 0.05% | 164 |
|
|
2024
Q3 | $1.79M | Sell |
7,700
-8,670
| -53% | -$2.02M | 0.04% | 169 |
|
|
2024
Q2 | $4.57M | Sell |
16,370
-95
| -0.6% | -$26.5K | 0.1% | 150 |
|
|
2024
Q1 | $4.35M | Sell |
16,465
-1,959
| -11% | -$518K | 0.1% | 150 |
|
|
2023
Q4 | $4.19M | Sell |
18,424
-338
| -2% | -$76.9K | 0.1% | 151 |
|
|
2023
Q3 | $4.46M | Buy |
18,762
+125
| +0.7% | +$29.7K | 0.12% | 135 |
|
|
2023
Q2 | $4.05M | Buy |
18,637
+3,056
| +20% | +$664K | 0.1% | 143 |
|
|
2023
Q1 | $3.15M | Buy |
15,581
+128
| +0.8% | +$25.9K | 0.09% | 149 |
|
|
2022
Q4 | $3.34M | Buy |
15,453
+1,375
| +10% | +$297K | 0.11% | 149 |
|
|
2022
Q3 | $3.08M | Sell |
14,078
-12,202
| -46% | -$2.67M | 0.09% | 150 |
|
|
2022
Q2 | $4.85M | Sell |
26,280
-17,870
| -40% | -$3.3M | 0.14% | 141 |
|
|
2022
Q1 | $8.07M | Sell |
44,150
-3,441
| -7% | -$629K | 0.21% | 123 |
|
|
2021
Q4 | $7.62M | Buy |
+47,591
| New | +$7.62M | 0.19% | 131 |
|