Jones Financial Companies’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 | $275K | Buy |
754
+456
| +153% | +$166K | ﹤0.01% | 1527 |
|
|
2025
Q1 | $100K | Buy |
298
+160
| +116% | +$53.9K | ﹤0.01% | 1773 |
|
|
2024
Q4 | $45.1K | Buy |
138
+43
| +45% | +$14K | ﹤0.01% | 1917 |
|
|
2024
Q3 | $21.9K | Buy |
95
+65
| +217% | +$15K | ﹤0.01% | 1924 |
|
|
2024
Q2 | $8.38K | Buy |
+30
| New | +$8.38K | ﹤0.01% | 1807 |
|
|
2023
Q3 | – | Sell |
-292
| Closed | -$63.5K | – | 706 |
|
|
2023
Q2 | $63.5K | Buy |
+292
| New | +$63.5K | ﹤0.01% | 346 |
|