Kestra Private Wealth 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 | $235K | Sell |
627
-261
| -29% | -$97.9K | ﹤0.01% | 1422 |
|
|
2025
Q1 | $291K | Buy |
+888
| New | +$291K | ﹤0.01% | 1217 |
|
|
2024
Q3 | – | Sell |
-900
| Closed | -$251K | – | 1419 |
|
|
2024
Q2 | $251K | Sell |
900
-54
| -6% | -$15.1K | 0.01% | 1120 |
|
|
2024
Q1 | $252K | Sell |
954
-93
| -9% | -$24.6K | 0.01% | 1085 |
|
|
2023
Q4 | $238K | Sell |
1,047
-128
| -11% | -$29.1K | 0.01% | 1046 |
|
|
2023
Q3 | $279K | Buy |
1,175
+242
| +26% | +$57.5K | 0.01% | 891 |
|
|
2023
Q2 | $203K | Sell |
933
-160
| -15% | -$34.8K | 0.01% | 964 |
|
|
2023
Q1 | $221K | Buy |
+1,093
| New | +$221K | 0.01% | 889 |
|
|
2022
Q4 | – | Sell |
-989
| Closed | -$216K | – | 951 |
|
|
2022
Q3 | $216K | Sell |
989
-4,104
| -81% | -$896K | 0.01% | 763 |
|
|
2022
Q2 | $940K | Sell |
5,093
-196
| -4% | -$36.2K | 0.05% | 357 |
|
|
2022
Q1 | $966K | Sell |
5,289
-224
| -4% | -$40.9K | 0.05% | 386 |
|
|
2021
Q4 | $883K | Sell |
5,513
-1,119
| -17% | -$179K | 0.04% | 425 |
|
|
2021
Q3 | $1.04M | Buy |
6,632
+218
| +3% | +$34.2K | 0.06% | 334 |
|
|
2021
Q2 | $866K | Buy |
6,414
+127
| +2% | +$17.1K | 0.05% | 368 |
|
|
2021
Q1 | $894K | Buy |
6,287
+1,280
| +26% | +$182K | 0.06% | 313 |
|
|
2020
Q4 | $521K | Buy |
+5,007
| New | +$521K | 0.04% | 427 |
|