IFP Advisors’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
Q2 | $363K | Buy |
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|
2025
Q1 | $74.8K | Buy |
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|
2024
Q4 | $50.9K | Sell |
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|
2024
Q3 | $65.8K | Sell |
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|
2024
Q2 | $98.6K | Buy |
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|
2024
Q1 | $87.4K | Buy |
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|
2023
Q4 | $73.2K | Sell |
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|
2023
Q3 | $189K | Sell |
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|
2023
Q2 | $177K | Sell |
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|
2023
Q1 | $103K | Buy |
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|
2022
Q4 | $129K | Sell |
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|
2022
Q3 | $142K | Buy |
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|
2022
Q2 | $105K | Hold |
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|
2022
Q1 | $105K | Buy |
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|
2021
Q4 | $89K | Buy |
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|
2021
Q3 | $86K | Sell |
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|
2021
Q2 | $87K | Buy |
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|
2021
Q1 | $77K | Sell |
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|
2020
Q4 | $87K | Sell |
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|
2020
Q3 | $73K | Sell |
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|
2020
Q2 | $135K | Sell |
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|
2020
Q1 | $122K | Buy |
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|
2019
Q4 | $100K | Buy |
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|
2019
Q3 | $60K | Buy |
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|
2019
Q1 | $5K | Sell |
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|
2018
Q4 | $14K | Sell |
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|
2018
Q3 | $52K | Sell |
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|
2018
Q2 | $64K | Sell |
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|
2018
Q1 | $68K | Hold |
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|
2017
Q4 | $68K | Sell |
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|
2017
Q3 | $79K | Buy |
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|
2017
Q2 | $65K | Sell |
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|
2017
Q1 | $90K | Buy |
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|
2016
Q4 | $79K | Buy |
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|
2016
Q3 | $65K | Buy |
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|
2016
Q2 | $43K | Buy |
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|
2016
Q1 | $5K | Sell |
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|
2015
Q4 | $15K | Buy |
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