Integrated Investment Consultants’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 | $1.55M | Sell |
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|
2025
Q2 | $2.49M | Sell |
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|
2025
Q1 | $2.35M | Sell |
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|
2024
Q4 | $2.44M | Buy |
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|
2024
Q3 | $1.68M | Buy |
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|
2024
Q2 | $1.62M | Hold |
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|
2024
Q1 | $1.62M | Buy |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $605K | Buy |
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|
2023
Q1 | $545K | Buy |
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|
2022
Q4 | $519K | Sell |
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|
2022
Q3 | $565K | Buy |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $535K | Buy |
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|
2021
Q4 | $439K | Hold |
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|
2021
Q3 | $430K | Hold |
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|
2021
Q2 | $370K | Buy |
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|
2021
Q1 | $273K | Hold |
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|
2020
Q4 | $200K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $125K | Buy |
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|
2017
Q3 | $152K | Sell |
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|
2017
Q2 | $146K | Sell |
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|
2017
Q1 | $153K | Hold |
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|
2016
Q4 | $136K | Sell |
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|
2016
Q3 | $149K | Buy |
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|
2016
Q2 | $96K | Buy |
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|
2016
Q1 | $38K | Buy |
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