HB Wealth Management’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 | $2.86M | Buy |
7,614
+381
| +5% | +$143K | 0.02% | 300 |
|
|
2025
Q1 | $2.37M | Buy |
7,233
+5,929
| +455% | +$1.94M | 0.02% | 345 |
|
|
2024
Q4 | $426K | Buy |
1,304
+331
| +34% | +$108K | ﹤0.01% | 668 |
|
|
2024
Q3 | $226K | Sell |
973
-249
| -20% | -$57.9K | ﹤0.01% | 841 |
|
|
2024
Q2 | $341K | Buy |
+1,222
| New | +$341K | ﹤0.01% | 660 |
|