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Laurel Wealth Advisors (North Carolina)’s LPL Financial LPLA Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1
Closed -$358 – 451
2025
Q4 		$358 Buy
+1
New +$354 ﹤0.01% 672

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Laurel Wealth Advisors (North Carolina)'s LPLA Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 1 share — an estimated $358 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in LPLA in Q4 2025 and held it in 1 quarter. The position peaked at $358 in Q4 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1 LPL Financial share in Q1 2026, an estimated $358.
  • Laurel Wealth Advisors (North Carolina) first reported a position in LPL Financial in Q4 2025 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s LPL Financial position peaked at $358 in Q4 2025.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.