Independent Advisor Alliance’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 | $1.42M | Buy |
3,775
+52
| +1% | +$19.5K | 0.04% | 346 |
|
|
2025
Q1 | $1.22M | Buy |
3,723
+260
| +8% | +$85.1K | 0.04% | 339 |
|
|
2024
Q4 | $1.13M | Sell |
3,463
-1,239
| -26% | -$404K | 0.02% | 698 |
|
|
2024
Q3 | $1.09M | Buy |
4,702
+952
| +25% | +$221K | 0.04% | 317 |
|
|
2024
Q2 | $1.05M | Sell |
3,750
-215
| -5% | -$60.1K | 0.04% | 319 |
|
|
2024
Q1 | $1.05M | Sell |
3,965
-43
| -1% | -$11.4K | 0.04% | 312 |
|
|
2023
Q4 | $912K | Sell |
4,008
-921
| -19% | -$210K | 0.03% | 325 |
|
|
2023
Q3 | $1.17M | Buy |
4,929
+131
| +3% | +$31.1K | 0.05% | 272 |
|
|
2023
Q2 | $1.04M | Buy |
4,798
+292
| +6% | +$63.5K | 0.05% | 298 |
|
|
2023
Q1 | $912K | Buy |
+4,506
| New | +$912K | 0.04% | 298 |
|
|
2022
Q4 | – | Sell |
-3,260
| Closed | -$712K | – | 531 |
|
|
2022
Q3 | $712K | Sell |
3,260
-95
| -3% | -$20.7K | 0.04% | 306 |
|
|
2022
Q2 | $619K | Sell |
3,355
-199
| -6% | -$36.7K | 0.03% | 333 |
|
|
2022
Q1 | $649K | Sell |
3,554
-49
| -1% | -$8.95K | 0.03% | 344 |
|
|
2021
Q4 | $577K | Sell |
3,603
-207
| -5% | -$33.2K | 0.03% | 359 |
|
|
2021
Q3 | $597K | Buy |
3,810
+478
| +14% | +$74.9K | 0.03% | 340 |
|
|
2021
Q2 | $450K | Buy |
3,332
+144
| +5% | +$19.4K | 0.02% | 413 |
|
|
2021
Q1 | $453K | Sell |
3,188
-1,097
| -26% | -$156K | 0.03% | 393 |
|
|
2020
Q4 | $447K | Sell |
4,285
-594
| -12% | -$62K | 0.03% | 362 |
|
|
2020
Q3 | $374K | Sell |
4,879
-1,274
| -21% | -$97.7K | 0.03% | 348 |
|
|
2020
Q2 | $482K | Buy |
6,153
+680
| +12% | +$53.3K | 0.05% | 276 |
|
|
2020
Q1 | $298K | Buy |
5,473
+1,046
| +24% | +$57K | 0.04% | 282 |
|
|
2019
Q4 | $408K | Buy |
4,427
+121
| +3% | +$11.2K | 0.02% | 584 |
|
|
2019
Q3 | $353K | Buy |
4,306
+576
| +15% | +$47.2K | 0.04% | 301 |
|
|
2019
Q2 | $304K | Buy |
3,730
+487
| +15% | +$39.7K | 0.04% | 295 |
|
|
2019
Q1 | $226K | Buy |
+3,243
| New | +$226K | 0.03% | 376 |
|