IAG Wealth Partners’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 | $25.2K | Hold |
84
| – | – | ﹤0.01% | 277 |
|
|
2025
Q4 | $29.9K | Hold |
84
| – | – | ﹤0.01% | 252 |
|
|
2025
Q3 | $27.8K | Hold |
84
| – | – | ﹤0.01% | 273 |
|
|
2025
Q2 | $31.3K | Hold |
84
| – | – | ﹤0.01% | 237 |
|
|
2025
Q1 | $27.3K | Hold |
84
| – | – | ﹤0.01% | 250 |
|
|
2024
Q4 | $27.3K | Buy |
84
+1
| +1% | +$296 | ﹤0.01% | 254 |
|
|
2024
Q3 | $19.4K | Sell |
83
-7
| -8% | -$1.58K | ﹤0.01% | 281 |
|
|
2024
Q2 | $25.3K | Buy |
90
+7
| +8% | +$1.9K | 0.01% | 250 |
|
|
2024
Q1 | $22K | Hold |
83
| – | – | ﹤0.01% | 230 |
|
|
2023
Q4 | $19K | Hold |
83
| – | – | ﹤0.01% | 235 |
|
|
2023
Q3 | $19.8K | Hold |
83
| – | – | 0.01% | 226 |
|
|
2023
Q2 | $18.1K | Hold |
83
| – | – | ﹤0.01% | 249 |
|
|
2023
Q1 | $16.8K | Hold |
83
| – | – | ﹤0.01% | 241 |
|
|
2022
Q4 | $18K | Hold |
83
| – | – | 0.01% | 228 |
|
|
2022
Q3 | $18K | Hold |
83
| – | – | 0.01% | 214 |
|
|
2022
Q2 | $15K | Hold |
83
| – | – | ﹤0.01% | 236 |
|
|
2022
Q1 | $15K | Hold |
83
| – | – | ﹤0.01% | 255 |
|
|
2021
Q4 | $13K | Hold |
83
| – | – | ﹤0.01% | 270 |
|
|
2021
Q3 | $14K | Hold |
83
| – | – | 0.01% | 230 |
|
|
2021
Q2 | $12K | Hold |
83
| – | – | ﹤0.01% | 243 |
|
|
2021
Q1 | $12K | Hold |
83
| – | – | ﹤0.01% | 241 |
|
|
2020
Q4 | $9K | Hold |
83
| – | – | ﹤0.01% | 255 |
|
|
2020
Q3 | $7K | Hold |
83
| – | – | ﹤0.01% | 263 |
|
|
2020
Q2 | $7K | Hold |
83
| – | – | ﹤0.01% | 264 |
|
|
2020
Q1 | $5K | Hold |
83
| – | – | ﹤0.01% | 272 |
|
|
2019
Q4 | $8K | Buy |
+83
| New | +$7.12K | 0.01% | 279 |
|
Other funds holding LPLA
VPM
VCM
SC
