Investment Research & Advisory Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-23
| Closed | -$6.42K | – | 216 |
|
|
2024
Q2 | $6.42K | Hold |
23
| – | – | ﹤0.01% | 164 |
|
|
2024
Q1 | $6.08K | Hold |
23
| – | – | ﹤0.01% | 165 |
|
|
2023
Q4 | $5.24K | Hold |
23
| – | – | ﹤0.01% | 161 |
|
|
2023
Q3 | $5.47K | Hold |
23
| – | – | ﹤0.01% | 165 |
|
|
2023
Q2 | $5K | Hold |
23
| – | – | ﹤0.01% | 177 |
|
|
2023
Q1 | $4.66K | Hold |
23
| – | – | ﹤0.01% | 160 |
|
|
2022
Q4 | $4.97K | Hold |
23
| – | – | ﹤0.01% | 159 |
|
|
2022
Q3 | $5K | Hold |
23
| – | – | ﹤0.01% | 157 |
|
|
2022
Q2 | $4K | Hold |
23
| – | – | ﹤0.01% | 165 |
|
|
2022
Q1 | $4K | Hold |
23
| – | – | ﹤0.01% | 176 |
|
|
2021
Q4 | $4K | Hold |
23
| – | – | ﹤0.01% | 179 |
|
|
2021
Q3 | $4K | Hold |
23
| – | – | ﹤0.01% | 140 |
|
|
2021
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 170 |
|
|
2021
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 134 |
|
|
2020
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 143 |
|
|
2020
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 141 |
|
|
2020
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 141 |
|
|
2020
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 146 |
|
|
2019
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 183 |
|