IEQ Capital’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
746
-2,980
| -80% | -$1.12M | ﹤0.01% | 1434 |
|
|
2025
Q1 | $1.22M | Buy |
3,726
+1,205
| +48% | +$394K | 0.01% | 703 |
|
|
2024
Q4 | $823K | Buy |
2,521
+329
| +15% | +$107K | 0.01% | 717 |
|
|
2024
Q3 | $510K | Buy |
2,192
+408
| +23% | +$94.9K | 0.01% | 744 |
|
|
2024
Q2 | $498K | Sell |
1,784
-14
| -0.8% | -$3.91K | 0.01% | 651 |
|
|
2024
Q1 | $475K | Sell |
1,798
-22
| -1% | -$5.81K | 0.01% | 633 |
|
|
2023
Q4 | $414K | Buy |
1,820
+95
| +6% | +$21.6K | 0.01% | 633 |
|
|
2023
Q3 | $410K | Buy |
1,725
+270
| +19% | +$64.2K | 0.01% | 629 |
|
|
2023
Q2 | $316K | Sell |
1,455
-468
| -24% | -$102K | 0.01% | 660 |
|
|
2023
Q1 | $389K | Sell |
1,923
-136
| -7% | -$27.5K | 0.01% | 646 |
|
|
2022
Q4 | $445K | Sell |
2,059
-16
| -0.8% | -$3.46K | 0.01% | 545 |
|
|
2022
Q3 | $453K | Buy |
2,075
+375
| +22% | +$81.9K | 0.01% | 554 |
|
|
2022
Q2 | $314K | Buy |
1,700
+464
| +38% | +$85.7K | 0.01% | 592 |
|
|
2022
Q1 | $226K | Buy |
+1,236
| New | +$226K | 0.01% | 725 |
|