Integrated Wealth Concepts’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
Q4 | – | Sell |
|
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|
2025
Q3 | $268K | Sell |
|
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|
2025
Q2 | $1.07M | Sell |
|
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|
2025
Q1 | $1.26M | Buy |
|
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|
2024
Q4 | $1.24M | Sell |
|
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|
2024
Q3 | $956K | Buy |
|
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|
2024
Q2 | $1.14M | Buy |
|
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|
2024
Q1 | $892K | Buy |
|
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|
2023
Q4 | $743K | Sell |
|
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|
2023
Q3 | $815K | Buy |
|
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|
2023
Q2 | $671K | Buy |
|