HAG
HighPoint Advisor Group’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Buy |
2,462
+89
| +4% | +$33.4K | 0.05% | 259 |
|
|
2025
Q1 | $758K | Buy |
2,373
+226
| +11% | +$72.2K | 0.04% | 278 |
|
|
2024
Q4 | $778K | Sell |
2,147
-352
| -14% | -$128K | 0.04% | 282 |
|
|
2024
Q3 | $702K | Buy |
2,499
+104
| +4% | +$29.2K | 0.04% | 294 |
|
|
2024
Q2 | $531K | Buy |
2,395
+170
| +8% | +$37.7K | 0.03% | 335 |
|
|
2024
Q1 | $595K | Hold |
2,225
| – | – | 0.04% | 319 |
|
|
2023
Q4 | $584K | Buy |
+2,225
| New | +$584K | 0.04% | 324 |
|
|
2022
Q2 | $495K | Buy |
+2,805
| New | +$495K | 0.05% | 292 |
|
|
2021
Q3 | $357K | Buy |
2,275
+271
| +14% | +$42.5K | 0.04% | 368 |
|
|
2021
Q2 | $271K | Hold |
2,004
| – | – | 0.03% | 423 |
|
|
2021
Q1 | $294K | Buy |
+2,004
| New | +$294K | 0.03% | 376 |
|