IHT Wealth Management’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 | $1.26M | Sell |
3,356
-222
| -6% | -$83.2K | 0.03% | 436 |
|
|
2025
Q1 | $1.17M | Buy |
3,578
+517
| +17% | +$169K | 0.04% | 430 |
|
|
2024
Q4 | $999K | Sell |
3,061
-350
| -10% | -$114K | 0.03% | 453 |
|
|
2024
Q3 | $792K | Buy |
3,411
+422
| +14% | +$98K | 0.02% | 567 |
|
|
2024
Q2 | $835K | Sell |
2,989
-25
| -0.8% | -$6.98K | 0.03% | 477 |
|
|
2024
Q1 | $796K | Buy |
3,014
+35
| +1% | +$9.25K | 0.03% | 486 |
|
|
2023
Q4 | $678K | Sell |
2,979
-64
| -2% | -$14.6K | 0.03% | 501 |
|
|
2023
Q3 | $723K | Buy |
3,043
+78
| +3% | +$18.5K | 0.04% | 440 |
|
|
2023
Q2 | $645K | Buy |
2,965
+237
| +9% | +$51.5K | 0.03% | 467 |
|
|
2023
Q1 | $552K | Sell |
2,728
-6
| -0.2% | -$1.21K | 0.03% | 468 |
|
|
2022
Q4 | $591K | Sell |
2,734
-13
| -0.5% | -$2.81K | 0.04% | 440 |
|
|
2022
Q3 | $600K | Buy |
2,747
+423
| +18% | +$92.4K | 0.05% | 403 |
|
|
2022
Q2 | $429K | Buy |
2,324
+1
| +0% | +$185 | 0.04% | 431 |
|
|
2022
Q1 | $424K | Hold |
2,323
| – | – | 0.03% | 457 |
|
|
2021
Q4 | $372K | Sell |
2,323
-94
| -4% | -$15.1K | 0.03% | 533 |
|
|
2021
Q3 | $379K | Sell |
2,417
-67
| -3% | -$10.5K | 0.03% | 515 |
|
|
2021
Q2 | $335K | Buy |
2,484
+1
| +0% | +$135 | 0.02% | 663 |
|
|
2021
Q1 | $353K | Buy |
2,483
+61
| +3% | +$8.67K | 0.03% | 571 |
|
|
2020
Q4 | $252K | Buy |
+2,422
| New | +$252K | 0.02% | 617 |
|
|
2020
Q2 | – | Sell |
-3,727
| Closed | -$203K | – | 611 |
|
|
2020
Q1 | $203K | Sell |
3,727
-1,992
| -35% | -$108K | 0.03% | 482 |
|
|
2019
Q4 | $528K | Sell |
5,719
-3,577
| -38% | -$330K | 0.06% | 318 |
|
|
2019
Q3 | $761K | Buy |
9,296
+2
| +0% | +$164 | 0.1% | 234 |
|
|
2019
Q2 | $758K | Buy |
9,294
+157
| +2% | +$12.8K | 0.11% | 212 |
|
|
2019
Q1 | $636K | Buy |
9,137
+2
| +0% | +$139 | 0.11% | 224 |
|
|
2018
Q4 | $558K | Sell |
9,135
-98
| -1% | -$5.99K | 0.11% | 219 |
|
|
2018
Q3 | $596K | Buy |
9,233
+2
| +0% | +$129 | 0.13% | 198 |
|
|
2018
Q2 | $605K | Buy |
9,231
+7,688
| +498% | +$504K | 0.15% | 174 |
|
|
2018
Q1 | $92K | Buy |
1,543
+3
| +0.2% | +$179 | 0.02% | 503 |
|
|
2017
Q4 | $93K | Buy |
1,540
+1,440
| +1,440% | +$87K | 0.02% | 511 |
|
|
2017
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 1094 |
|
|
2017
Q2 | $759 | Hold |
100
| – | – | 0.37% | 66 |
|
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 990 |
|
|
2016
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 949 |
|