Jefferies Financial Group’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
881
-1,119
| -56% | -$420K | ﹤0.01% | 752 |
|
|
2025
Q1 | $654K | Sell |
2,000
-15,400
| -89% | -$5.04M | 0.01% | 774 |
|
|
2024
Q4 | $5.68M | Buy |
17,400
+10,266
| +144% | +$3.35M | 0.03% | 237 |
|
|
2024
Q3 | $1.66M | Buy |
7,134
+3,392
| +91% | +$789K | 0.01% | 466 |
|
|
2024
Q2 | $1.05M | Buy |
+3,742
| New | +$1.05M | 0.01% | 544 |
|
|
2023
Q4 | – | Sell |
-455
| Closed | -$108K | – | 1373 |
|
|
2023
Q3 | $108K | Sell |
455
-2,645
| -85% | -$629K | ﹤0.01% | 1009 |
|
|
2023
Q2 | $674K | Sell |
3,100
-1,075
| -26% | -$234K | 0.01% | 699 |
|
|
2023
Q1 | $845K | Sell |
4,175
-1,110
| -21% | -$225K | 0.01% | 596 |
|
|
2022
Q4 | $1.14M | Buy |
+5,285
| New | +$1.14M | 0.01% | 475 |
|