Kestra Advisory Services’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
Q3 | $1.36M | Sell |
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|
2025
Q2 | $1.7M | Buy |
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|
2025
Q1 | $1.31M | Sell |
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|
2024
Q4 | $1.66M | Sell |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.83M | Buy |
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|
2024
Q1 | $1.68M | Buy |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $1.22M | Sell |
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|
2023
Q2 | $1.38M | Buy |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.85M | Buy |
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|
2022
Q3 | $1.4M | Buy |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $872K | Sell |
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|
2021
Q4 | $783K | Buy |
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|
2021
Q3 | $693K | Buy |
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|
2021
Q2 | $443K | Buy |
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|
2021
Q1 | $359K | Buy |
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