Integrated Wealth Concepts’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 | $1.07M | Sell |
2,858
-1,005
| -26% | -$377K | 0.01% | 888 |
|
|
2025
Q1 | $1.26M | Buy |
3,863
+71
| +2% | +$23.2K | 0.01% | 726 |
|
|
2024
Q4 | $1.24M | Sell |
3,792
-315
| -8% | -$103K | 0.01% | 735 |
|
|
2024
Q3 | $956K | Buy |
4,107
+44
| +1% | +$10.2K | 0.01% | 821 |
|
|
2024
Q2 | $1.14M | Buy |
4,063
+689
| +20% | +$193K | 0.02% | 701 |
|
|
2024
Q1 | $892K | Buy |
3,374
+109
| +3% | +$28.8K | 0.01% | 812 |
|
|
2023
Q4 | $743K | Sell |
3,265
-165
| -5% | -$37.6K | 0.01% | 838 |
|
|
2023
Q3 | $815K | Buy |
3,430
+343
| +11% | +$81.5K | 0.01% | 771 |
|
|
2023
Q2 | $671K | Buy |
+3,087
| New | +$671K | 0.01% | 848 |
|