IFP Advisors’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 | $363K | Buy |
719
+490
| +214% | +$248K | 0.01% | 971 |
|
|
2025
Q1 | $74.8K | Buy |
229
+73
| +47% | +$23.8K | ﹤0.01% | 1692 |
|
|
2024
Q4 | $50.9K | Sell |
156
-127
| -45% | -$41.4K | ﹤0.01% | 1830 |
|
|
2024
Q3 | $65.8K | Sell |
283
-70
| -20% | -$16.3K | ﹤0.01% | 1601 |
|
|
2024
Q2 | $98.6K | Buy |
353
+22
| +7% | +$6.14K | ﹤0.01% | 1378 |
|
|
2024
Q1 | $87.4K | Buy |
331
+9
| +3% | +$2.38K | ﹤0.01% | 1350 |
|
|
2023
Q4 | $73.2K | Sell |
322
-473
| -59% | -$108K | ﹤0.01% | 1382 |
|
|
2023
Q3 | $189K | Sell |
795
-18
| -2% | -$4.28K | 0.01% | 990 |
|
|
2023
Q2 | $177K | Sell |
813
-664
| -45% | -$144K | 0.01% | 1080 |
|
|
2023
Q1 | $103K | Buy |
1,477
+65
| +5% | +$4.54K | ﹤0.01% | 1242 |
|
|
2022
Q4 | $129K | Sell |
1,412
-181
| -11% | -$16.5K | ﹤0.01% | 1604 |
|
|
2022
Q3 | $142K | Buy |
1,593
+532
| +50% | +$47.4K | ﹤0.01% | 1626 |
|
|
2022
Q2 | $105K | Hold |
1,061
| – | – | ﹤0.01% | 1656 |
|
|
2022
Q1 | $105K | Buy |
1,061
+508
| +92% | +$50.3K | ﹤0.01% | 1656 |
|
|
2021
Q4 | $89K | Buy |
553
+7
| +1% | +$1.13K | ﹤0.01% | 1291 |
|
|
2021
Q3 | $86K | Sell |
546
-100
| -15% | -$15.8K | ﹤0.01% | 1313 |
|
|
2021
Q2 | $87K | Buy |
646
+100
| +18% | +$13.5K | ﹤0.01% | 1301 |
|
|
2021
Q1 | $77K | Sell |
546
-294
| -35% | -$41.5K | ﹤0.01% | 1277 |
|
|
2020
Q4 | $87K | Sell |
840
-100
| -11% | -$10.4K | ﹤0.01% | 1198 |
|
|
2020
Q3 | $73K | Sell |
940
-796
| -46% | -$61.8K | ﹤0.01% | 1134 |
|
|
2020
Q2 | $135K | Sell |
1,736
-429
| -20% | -$33.4K | 0.01% | 809 |
|
|
2020
Q1 | $122K | Buy |
2,165
+1,072
| +98% | +$60.4K | 0.01% | 746 |
|
|
2019
Q4 | $100K | Buy |
1,093
+336
| +44% | +$30.7K | 0.01% | 946 |
|
|
2019
Q3 | $60K | Buy |
+757
| New | +$60K | ﹤0.01% | 1288 |
|
|
2019
Q1 | $5K | Sell |
89
-148
| -62% | -$8.32K | ﹤0.01% | 1861 |
|
|
2018
Q4 | $14K | Sell |
237
-572
| -71% | -$33.8K | ﹤0.01% | 2298 |
|
|
2018
Q3 | $52K | Sell |
809
-168
| -17% | -$10.8K | ﹤0.01% | 1868 |
|
|
2018
Q2 | $64K | Sell |
977
-217
| -18% | -$14.2K | ﹤0.01% | 1749 |
|
|
2018
Q1 | $68K | Hold |
1,194
| – | – | ﹤0.01% | 1621 |
|
|
2017
Q4 | $68K | Sell |
1,194
-338
| -22% | -$19.3K | ﹤0.01% | 1618 |
|
|
2017
Q3 | $79K | Buy |
1,532
+3
| +0.2% | +$155 | ﹤0.01% | 1680 |
|
|
2017
Q2 | $65K | Sell |
1,529
-732
| -32% | -$31.1K | ﹤0.01% | 1775 |
|
|
2017
Q1 | $90K | Buy |
2,261
+3
| +0.1% | +$119 | ﹤0.01% | 1542 |
|
|
2016
Q4 | $79K | Buy |
2,258
+93
| +4% | +$3.25K | ﹤0.01% | 1589 |
|
|
2016
Q3 | $65K | Buy |
2,165
+251
| +13% | +$7.54K | ﹤0.01% | 1639 |
|
|
2016
Q2 | $43K | Buy |
1,914
+1,825
| +2,051% | +$41K | ﹤0.01% | 1857 |
|
|
2016
Q1 | $5K | Sell |
89
-269
| -75% | -$15.1K | ﹤0.01% | 1861 |
|
|
2015
Q4 | $15K | Buy |
+358
| New | +$15K | ﹤0.01% | 2318 |
|