Harbour Investments’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 | $899K | Buy |
2,397
+2,388
| +26,533% | +$895K | 0.02% | 566 |
|
|
2025
Q1 | $2.94K | Buy |
9
+2
| +29% | +$654 | ﹤0.01% | 2988 |
|
|
2024
Q4 | $2.29K | Sell |
7
-6
| -46% | -$1.96K | ﹤0.01% | 2980 |
|
|
2024
Q3 | $3.02K | Sell |
13
-5
| -28% | -$1.16K | ﹤0.01% | 2799 |
|
|
2024
Q2 | $5.03K | Sell |
18
-5
| -22% | -$1.4K | ﹤0.01% | 2511 |
|
|
2024
Q1 | $6.08K | Buy |
23
+11
| +92% | +$2.91K | ﹤0.01% | 2402 |
|
|
2023
Q4 | $2.73K | Buy |
12
+5
| +71% | +$1.14K | ﹤0.01% | 2601 |
|
|
2023
Q3 | $1.66K | Buy |
7
+6
| +600% | +$1.43K | ﹤0.01% | 2593 |
|
|
2023
Q2 | $217 | Buy |
+1
| New | +$217 | ﹤0.01% | 2900 |
|
|
2021
Q4 | – | Sell |
-39
| Closed | -$6K | – | 3243 |
|
|
2021
Q3 | $6K | Buy |
39
+2
| +5% | +$308 | ﹤0.01% | 2904 |
|
|
2021
Q2 | $5K | Sell |
37
-20
| -35% | -$2.7K | ﹤0.01% | 3061 |
|
|
2021
Q1 | $8K | Buy |
+57
| New | +$8K | ﹤0.01% | 2722 |
|