KWB Wealth’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 | $9.3M | Buy |
28,441
+3
| +0% | +$981 | 1.13% | 19 |
|
|
2025
Q1 | $9.29M | Buy |
28,438
+144
| +0.5% | +$47K | 1.12% | 21 |
|
|
2024
Q4 | $6.58M | Sell |
28,294
-169
| -0.6% | -$39.3K | 0.82% | 26 |
|
|
2024
Q3 | $7.95M | Buy |
28,463
+4
| +0% | +$1.12K | 1.04% | 23 |
|
|
2024
Q2 | $7.52M | Hold |
28,459
| – | – | 1.03% | 22 |
|
|
2024
Q1 | $7.52M | Buy |
28,459
+5
| +0% | +$1.32K | 1.01% | 22 |
|
|
2023
Q4 | $6.48M | Buy |
28,454
+466
| +2% | +$106K | 0.93% | 22 |
|
|
2023
Q3 | $6.09M | Hold |
27,988
| – | – | 0.98% | 22 |
|
|
2023
Q2 | $6.09M | Buy |
27,988
+13
| +0% | +$2.83K | 0.96% | 22 |
|
|
2023
Q1 | $6.05M | Buy |
+27,975
| New | +$6.05M | 1.12% | 19 |
|
|
2022
Q4 | – | Sell |
-28,461
| Closed | -$6.22M | – | 117 |
|
|
2022
Q3 | $6.22M | Buy |
28,461
+263
| +0.9% | +$57.5K | 1.24% | 18 |
|
|
2022
Q2 | $5.2M | Sell |
28,198
-535
| -2% | -$98.7K | 1% | 22 |
|
|
2022
Q1 | $4.6M | Hold |
28,733
| – | – | 0.77% | 19 |
|
|
2021
Q4 | $4.6M | Sell |
28,733
-314
| -1% | -$50.3K | 0.76% | 19 |
|
|
2021
Q3 | $4.55M | Buy |
29,047
+1,658
| +6% | +$260K | 0.81% | 19 |
|
|
2021
Q2 | $3.89M | Hold |
27,389
| – | – | 0.75% | 22 |
|
|
2021
Q1 | $3.89M | Buy |
27,389
+197
| +0.7% | +$28K | 0.74% | 22 |
|
|
2020
Q4 | $2.83M | Buy |
+27,192
| New | +$2.83M | 0.59% | 25 |
|