IFG Advisory’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 | $304K | Sell |
810
-3
| -0.4% | -$1.13K | 0.02% | 603 |
|
|
2025
Q1 | $266K | Buy |
813
+80
| +11% | +$26.2K | 0.01% | 593 |
|
|
2024
Q4 | $239K | Buy |
+733
| New | +$239K | 0.01% | 595 |
|
|
2024
Q3 | – | Sell |
-733
| Closed | -$205K | – | 525 |
|
|
2024
Q2 | $205K | Buy |
+733
| New | +$205K | 0.01% | 594 |
|