Householder Group Estate & Retirement Specialist’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9
| Closed | -$2K | – | 913 |
|
|
2024
Q3 | $2K | Hold |
9
| – | – | ﹤0.01% | 1045 |
|
|
2024
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 1073 |
|
|
2024
Q1 | $2.41K | Hold |
9
| – | – | ﹤0.01% | 1026 |
|
|
2023
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 1000 |
|
|
2023
Q3 | $2.17K | Buy |
+9
| New | +$2.17K | ﹤0.01% | 1061 |
|
|
2023
Q1 | $2K | Hold |
9
| – | – | ﹤0.01% | 1087 |
|
|
2022
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 341 |
|
|
2022
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1030 |
|