Lee Financial’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13
| Closed | -$2.96K | – | 540 |
|
|
2023
Q4 | $2.96K | Hold |
13
| – | – | ﹤0.01% | 663 |
|
|
2023
Q3 | $3.09K | Hold |
13
| – | – | ﹤0.01% | 592 |
|
|
2023
Q2 | $2.83K | Hold |
13
| – | – | ﹤0.01% | 593 |
|
|
2023
Q1 | $2.63K | Hold |
13
| – | – | ﹤0.01% | 621 |
|
|
2022
Q4 | $2.81K | Hold |
13
| – | – | ﹤0.01% | 631 |
|
|
2022
Q3 | $3K | Hold |
13
| – | – | ﹤0.01% | 624 |
|
|
2022
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 705 |
|
|
2022
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 658 |
|
|
2021
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 755 |
|
|
2021
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 627 |
|
|
2021
Q2 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 588 |
|