Jackson Grant Investment Advisers’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 | $67.9K | Hold |
181
| – | – | 0.02% | 163 |
|
|
2025
Q1 | $59.2K | Hold |
181
| – | – | 0.02% | 167 |
|
|
2024
Q4 | $59.1K | Hold |
181
| – | – | 0.02% | 171 |
|
|
2024
Q3 | $42.1K | Hold |
181
| – | – | 0.02% | 189 |
|
|
2024
Q2 | $50.6K | Hold |
181
| – | – | 0.02% | 179 |
|
|
2024
Q1 | $47.8K | Hold |
181
| – | – | 0.02% | 177 |
|
|
2023
Q4 | $41.2K | Hold |
181
| – | – | 0.02% | 185 |
|
|
2023
Q3 | $43K | Hold |
181
| – | – | 0.02% | 173 |
|
|
2023
Q2 | $39.4K | Hold |
181
| – | – | 0.02% | 182 |
|
|
2023
Q1 | $36.6K | Hold |
181
| – | – | 0.02% | 207 |
|
|
2022
Q4 | $39.1K | Hold |
181
| – | – | 0.02% | 199 |
|
|
2022
Q3 | $40K | Hold |
181
| – | – | 0.02% | 197 |
|
|
2022
Q2 | $33K | Hold |
181
| – | – | 0.02% | 225 |
|
|
2022
Q1 | $33K | Hold |
181
| – | – | 0.01% | 242 |
|
|
2021
Q4 | $29K | Hold |
181
| – | – | 0.01% | 208 |
|
|
2021
Q3 | $28K | Hold |
181
| – | – | 0.01% | 262 |
|
|
2021
Q2 | $24K | Buy |
181
+14
| +8% | +$1.86K | 0.01% | 276 |
|
|
2021
Q1 | $24K | Buy |
+167
| New | +$24K | 0.01% | 271 |
|