Legacy Financial Group (Iowa)’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Buy |
1,381
+15
| +1% | +$5.63K | 0.07% | 76 |
|
|
2025
Q1 | $447K | Hold |
1,366
| – | – | 0.07% | 78 |
|
|
2024
Q4 | $446K | Buy |
+1,366
| New | +$446K | 0.07% | 75 |
|
|
2024
Q3 | – | Sell |
-1,366
| Closed | -$382K | – | 82 |
|
|
2024
Q2 | $382K | Hold |
1,366
| – | – | 0.08% | 77 |
|
|
2024
Q1 | $361K | Buy |
+1,366
| New | +$361K | 0.07% | 75 |
|
|
2023
Q4 | – | Sell |
-1,366
| Closed | -$325K | – | 306 |
|
|
2023
Q3 | $325K | Buy |
+1,366
| New | +$325K | 0.08% | 74 |
|