Larson Financial Group’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 | $23.3K | Buy |
62
+30
| +94% | +$11.3K | ﹤0.01% | 1407 |
|
|
2025
Q1 | $10.5K | Buy |
32
+30
| +1,500% | +$9.82K | ﹤0.01% | 1611 |
|
|
2024
Q4 | $657 | Hold |
2
| – | – | ﹤0.01% | 2124 |
|
|
2024
Q3 | $468 | Buy |
2
+1
| +100% | +$234 | ﹤0.01% | 2122 |
|
|
2024
Q2 | $282 | Hold |
1
| – | – | ﹤0.01% | 1970 |
|
|
2024
Q1 | $267 | Hold |
1
| – | – | ﹤0.01% | 1611 |
|
|
2023
Q4 | $230 | Hold |
1
| – | – | ﹤0.01% | 1645 |
|
|
2023
Q3 | $239 | Hold |
1
| – | – | ﹤0.01% | 1623 |
|
|
2023
Q2 | $219 | Hold |
1
| – | – | ﹤0.01% | 1489 |
|
|
2023
Q1 | $203 | Hold |
1
| – | – | ﹤0.01% | 1462 |
|
|
2022
Q4 | $217 | Hold |
1
| – | – | ﹤0.01% | 1418 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1356 |
|