JFS Wealth Advisors’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
Q2 | $25.1K | Sell |
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|
2025
Q1 | $22.2K | Buy |
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|
2024
Q4 | $21.6K | Hold |
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|
2024
Q3 | $15.4K | Buy |
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|
2024
Q2 | $18.2K | Hold |
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|
2024
Q1 | $17.2K | Hold |
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|
2023
Q4 | $14.8K | Hold |
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|
2023
Q3 | $15.4K | Hold |
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|
2023
Q2 | $14.1K | Sell |
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|
2023
Q1 | $14.6K | Sell |
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|
2022
Q4 | $16.6K | Sell |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $16K | Buy |
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|
2022
Q1 | $10K | Buy |
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|
2021
Q4 | $3K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Buy |
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