IEQ Capital’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $231K | Sell |
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|
2025
Q2 | $280K | Sell |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $823K | Buy |
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|
2024
Q3 | $510K | Buy |
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|
2024
Q2 | $498K | Sell |
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|
2024
Q1 | $475K | Sell |
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|
2023
Q4 | $414K | Buy |
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|
2023
Q3 | $410K | Buy |
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|
2023
Q2 | $316K | Sell |
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $445K | Sell |
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|
2022
Q3 | $453K | Buy |
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|
2022
Q2 | $314K | Buy |
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|
2022
Q1 | $226K | Buy |
|