IA
Icon Advisers’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Sell |
31,288
-195
| -0.6% | -$73.1K | 2.68% | 1 |
|
|
2025
Q1 | $10.3M | Hold |
31,483
| – | – | 2.41% | 1 |
|
|
2024
Q4 | $10.3M | Sell |
31,483
-1,100
| -3% | -$359K | 2.32% | 1 |
|
|
2024
Q3 | $7.58M | Sell |
32,583
-12,699
| -28% | -$2.95M | 1.59% | 6 |
|
|
2024
Q2 | $12.8M | Sell |
45,282
-350
| -0.8% | -$98.7K | 2.88% | 1 |
|
|
2024
Q1 | $12.2M | Hold |
45,632
| – | – | 2.64% | 1 |
|
|
2023
Q4 | $10.4M | Hold |
45,632
| – | – | 2.38% | 1 |
|
|
2023
Q3 | $10.8M | Hold |
45,632
| – | – | 2.68% | 2 |
|
|
2023
Q2 | $9.92M | Hold |
45,632
| – | – | 2.52% | 2 |
|
|
2023
Q1 | $9.24M | Hold |
45,632
| – | – | 2.35% | 1 |
|
|
2022
Q4 | $9.86M | Hold |
45,632
| – | – | 2.52% | 3 |
|
|
2022
Q3 | $9.97M | Sell |
45,632
-1,500
| -3% | -$328K | 2.73% | 2 |
|
|
2022
Q2 | $8.7M | Sell |
47,132
-1,800
| -4% | -$332K | 2.01% | 3 |
|
|
2022
Q1 | $8.94M | Hold |
48,932
| – | – | 1.52% | 10 |
|
|
2021
Q4 | $7.83M | Buy |
48,932
+532
| +1% | +$85.2K | 1.26% | 17 |
|
|
2021
Q3 | $7.59M | Buy |
+48,400
| New | +$7.59M | 1.29% | 14 |
|