Koshinski Asset Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
694
-118
| -15% | -$44.2K | 0.02% | 572 |
|
|
2025
Q1 | $266K | Buy |
812
+38
| +5% | +$12.4K | 0.02% | 524 |
|
|
2024
Q4 | $253M | Buy |
+774
| New | +$253M | 0.02% | 529 |
|
|
2024
Q3 | – | Sell |
-747
| Closed | -$204K | – | 651 |
|
|
2024
Q2 | $204K | Sell |
747
-234
| -24% | -$63.9K | 0.02% | 571 |
|
|
2024
Q1 | $259K | Buy |
+981
| New | +$259K | 0.03% | 464 |
|
|
2022
Q4 | – | Sell |
-929
| Closed | -$203K | – | 625 |
|
|
2022
Q3 | $203K | Buy |
+929
| New | +$203K | 0.02% | 496 |
|
|
2022
Q2 | – | Sell |
-512
| Closed | -$93.5K | – | 1401 |
|
|
2022
Q1 | $93.5K | Buy |
512
+82
| +19% | +$15K | 0.01% | 855 |
|
|
2021
Q4 | $68.8K | Buy |
430
+11
| +3% | +$1.76K | 0.01% | 995 |
|
|
2021
Q3 | $65.7K | Buy |
+419
| New | +$65.7K | 0.01% | 1003 |
|