HighPoint Advisor Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $1.17M | Buy |
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|
2025
Q3 | $1.04M | Buy |
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|
2025
Q2 | $923K | Buy |
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|
2025
Q1 | $758K | Buy |
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|
2024
Q4 | $778K | Sell |
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|
2024
Q3 | $702K | Buy |
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|
2024
Q2 | $531K | Buy |
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|
2024
Q1 | $595K | Hold |
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|
2023
Q4 | $584K | Buy |
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|
2022
Q2 | $495K | Buy |
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|
2021
Q3 | $357K | Buy |
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|
2021
Q2 | $271K | Hold |
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|
2021
Q1 | $294K | Buy |
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