JFS Wealth Advisors’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 | $25.1K | Sell |
67
-1
| -1% | -$375 | ﹤0.01% | 611 |
|
|
2025
Q1 | $22.2K | Buy |
68
+2
| +3% | +$654 | ﹤0.01% | 637 |
|
|
2024
Q4 | $21.6K | Hold |
66
| – | – | ﹤0.01% | 622 |
|
|
2024
Q3 | $15.4K | Buy |
66
+1
| +2% | +$233 | ﹤0.01% | 707 |
|
|
2024
Q2 | $18.2K | Hold |
65
| – | – | ﹤0.01% | 619 |
|
|
2024
Q1 | $17.2K | Hold |
65
| – | – | ﹤0.01% | 659 |
|
|
2023
Q4 | $14.8K | Hold |
65
| – | – | ﹤0.01% | 664 |
|
|
2023
Q3 | $15.4K | Hold |
65
| – | – | ﹤0.01% | 607 |
|
|
2023
Q2 | $14.1K | Sell |
65
-7
| -10% | -$1.52K | ﹤0.01% | 617 |
|
|
2023
Q1 | $14.6K | Sell |
72
-5
| -6% | -$1.01K | ﹤0.01% | 601 |
|
|
2022
Q4 | $16.6K | Sell |
77
-4
| -5% | -$865 | ﹤0.01% | 570 |
|
|
2022
Q3 | $18K | Sell |
81
-6
| -7% | -$1.33K | ﹤0.01% | 595 |
|
|
2022
Q2 | $16K | Buy |
87
+32
| +58% | +$5.89K | ﹤0.01% | 634 |
|
|
2022
Q1 | $10K | Buy |
55
+34
| +162% | +$6.18K | ﹤0.01% | 787 |
|
|
2021
Q4 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 960 |
|
|
2020
Q1 | – | Sell |
-10
| Closed | -$1K | – | 540 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 483 |
|
|
2019
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 482 |
|