Jackson Grant Investment Advisers’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 | $60.2K | Hold |
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|
2025
Q2 | $67.9K | Hold |
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|
2025
Q1 | $59.2K | Hold |
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|
2024
Q4 | $59.1K | Hold |
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|
2024
Q3 | $42.1K | Hold |
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|
2024
Q2 | $50.6K | Hold |
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|
2024
Q1 | $47.8K | Hold |
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|
2023
Q4 | $41.2K | Hold |
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|
2023
Q3 | $43K | Hold |
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|
2023
Q2 | $39.4K | Hold |
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|
2023
Q1 | $36.6K | Hold |
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|
2022
Q4 | $39.1K | Hold |
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|
2022
Q3 | $40K | Hold |
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|
2022
Q2 | $33K | Hold |
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|
2022
Q1 | $33K | Hold |
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|
2021
Q4 | $29K | Hold |
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|
2021
Q3 | $28K | Hold |
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|
2021
Q2 | $24K | Buy |
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|
2021
Q1 | $24K | Buy |
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