Kestra Advisory Services’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 | $1.7M | Buy |
4,521
+520
| +13% | +$195K | 0.01% | 1164 |
|
|
2025
Q1 | $1.31M | Sell |
4,001
-1,069
| -21% | -$350K | 0.01% | 1226 |
|
|
2024
Q4 | $1.66M | Sell |
5,070
-944
| -16% | -$308K | 0.01% | 1104 |
|
|
2024
Q3 | $1.4M | Sell |
6,014
-523
| -8% | -$122K | 0.01% | 1142 |
|
|
2024
Q2 | $1.83M | Buy |
6,537
+174
| +3% | +$48.6K | 0.01% | 1005 |
|
|
2024
Q1 | $1.68M | Buy |
6,363
+769
| +14% | +$203K | 0.01% | 961 |
|
|
2023
Q4 | $1.27M | Buy |
5,594
+463
| +9% | +$105K | 0.01% | 999 |
|
|
2023
Q3 | $1.22M | Sell |
5,131
-1,198
| -19% | -$285K | 0.01% | 905 |
|
|
2023
Q2 | $1.38M | Buy |
6,329
+580
| +10% | +$126K | 0.01% | 836 |
|
|
2023
Q1 | $1.16M | Sell |
5,749
-2,819
| -33% | -$571K | 0.01% | 869 |
|
|
2022
Q4 | $1.85M | Buy |
8,568
+2,154
| +34% | +$466K | 0.02% | 781 |
|
|
2022
Q3 | $1.4M | Buy |
6,414
+164
| +3% | +$35.8K | 0.02% | 816 |
|
|
2022
Q2 | $1.15M | Buy |
6,250
+1,477
| +31% | +$272K | 0.01% | 907 |
|
|
2022
Q1 | $872K | Sell |
4,773
-120
| -2% | -$21.9K | 0.01% | 1023 |
|
|
2021
Q4 | $783K | Buy |
4,893
+470
| +11% | +$75.2K | 0.01% | 1081 |
|
|
2021
Q3 | $693K | Buy |
4,423
+1,142
| +35% | +$179K | 0.01% | 1209 |
|
|
2021
Q2 | $443K | Buy |
3,281
+753
| +30% | +$102K | 0.01% | 1343 |
|
|
2021
Q1 | $359K | Buy |
+2,528
| New | +$359K | ﹤0.01% | 1360 |
|