Harbour 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 | $13K | Sell |
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|
2025
Q2 | $899K | Buy |
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|
2025
Q1 | $2.94K | Buy |
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|
2024
Q4 | $2.29K | Sell |
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|
2024
Q3 | $3.02K | Sell |
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|
2024
Q2 | $5.03K | Sell |
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|
2024
Q1 | $6.08K | Buy |
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|
2023
Q4 | $2.73K | Buy |
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|
2023
Q3 | $1.66K | Buy |
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|
2023
Q2 | $217 | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $6K | Buy |
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|
2021
Q2 | $5K | Sell |
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|
2021
Q1 | $8K | Buy |
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