Independent Advisor Alliance’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
Q3 | $1.78M | Buy |
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|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $912K | Sell |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $912K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $712K | Sell |
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|
2022
Q2 | $619K | Sell |
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|
2022
Q1 | $649K | Sell |
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|
2021
Q4 | $577K | Sell |
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|
2021
Q3 | $597K | Buy |
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|
2021
Q2 | $450K | Buy |
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|
2021
Q1 | $453K | Sell |
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|
2020
Q4 | $447K | Sell |
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|
2020
Q3 | $374K | Sell |
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|
2020
Q2 | $482K | Buy |
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|
2020
Q1 | $298K | Buy |
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|
2019
Q4 | $408K | Buy |
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|
2019
Q3 | $353K | Buy |
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|
2019
Q2 | $304K | Buy |
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|
2019
Q1 | $226K | Buy |
|