InceptionR’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 | $1.35M | Buy |
+3,613
| New | +$1.35M | 0.31% | 84 |
|
|
2024
Q2 | – | Sell |
-3,221
| Closed | -$851K | – | 744 |
|
|
2024
Q1 | $851K | Buy |
+3,221
| New | +$851K | 0.22% | 171 |
|
|
2023
Q4 | – | Sell |
-2,719
| Closed | -$646K | – | 461 |
|
|
2023
Q3 | $646K | Buy |
+2,719
| New | +$646K | 0.37% | 80 |
|
|
2023
Q2 | – | Sell |
-1,931
| Closed | -$391K | – | 541 |
|
|
2023
Q1 | $391K | Buy |
+1,931
| New | +$391K | 0.13% | 304 |
|