Inspire Investing’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,003
| Closed | -$2.05M | – | 841 |
|
|
2023
Q4 | $2.05M | Buy |
9,003
+395
| +5% | +$89.9K | 0.23% | 106 |
|
|
2023
Q3 | $2.05M | Sell |
8,608
-1,541
| -15% | -$366K | 0.26% | 88 |
|
|
2023
Q2 | $2.21M | Sell |
10,149
-4,093
| -29% | -$890K | 0.27% | 88 |
|
|
2023
Q1 | $2.88M | Buy |
14,242
+4,308
| +43% | +$872K | 0.37% | 63 |
|
|
2022
Q4 | $2.15M | Buy |
9,934
+529
| +6% | +$114K | 0.28% | 80 |
|
|
2022
Q3 | $2.06M | Buy |
9,405
+7,765
| +473% | +$1.7M | 0.29% | 79 |
|
|
2022
Q2 | $303K | Buy |
+1,640
| New | +$303K | 0.04% | 270 |
|
|
2021
Q1 | – | Sell |
-3,074
| Closed | -$320K | – | 679 |
|
|
2020
Q4 | $320K | Buy |
+3,074
| New | +$320K | 0.07% | 410 |
|
|
2020
Q2 | – | Sell |
-750
| Closed | -$41K | – | 631 |
|
|
2020
Q1 | $41K | Buy |
+750
| New | +$41K | 0.02% | 570 |
|