IHT Wealth Management’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 | $1.26M | Sell |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $999K | Sell |
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|
2024
Q3 | $792K | Buy |
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|
2024
Q2 | $835K | Sell |
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|
2024
Q1 | $796K | Buy |
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|
2023
Q4 | $678K | Sell |
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|
2023
Q3 | $723K | Buy |
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|
2023
Q2 | $645K | Buy |
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|
2023
Q1 | $552K | Sell |
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|
2022
Q4 | $591K | Sell |
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|
2022
Q3 | $600K | Buy |
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|
2022
Q2 | $429K | Buy |
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|
2022
Q1 | $424K | Hold |
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|
2021
Q4 | $372K | Sell |
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|
2021
Q3 | $379K | Sell |
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|
2021
Q2 | $335K | Buy |
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|
2021
Q1 | $353K | Buy |
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|
2020
Q4 | $252K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $203K | Sell |
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|
2019
Q4 | $528K | Sell |
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|
2019
Q3 | $761K | Buy |
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|
2019
Q2 | $758K | Buy |
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|
2019
Q1 | $636K | Buy |
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|
2018
Q4 | $558K | Sell |
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|
2018
Q3 | $596K | Buy |
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|
2018
Q2 | $605K | Buy |
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|
2018
Q1 | $92K | Buy |
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|
2017
Q4 | $93K | Buy |
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|
2017
Q3 | $5K | Hold |
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|
2017
Q2 | $759 | Hold |
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|
2017
Q1 | $4K | Hold |
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|
2016
Q4 | $4K | Buy |
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