Lido Advisors’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 | $932K | Buy |
2,484
+710
| +40% | +$266K | ﹤0.01% | 786 |
|
|
2025
Q1 | $581K | Buy |
1,774
+35
| +2% | +$11.5K | ﹤0.01% | 907 |
|
|
2024
Q4 | $568K | Buy |
1,739
+219
| +14% | +$71.5K | ﹤0.01% | 892 |
|
|
2024
Q3 | $354K | Sell |
1,520
-77
| -5% | -$17.9K | ﹤0.01% | 980 |
|
|
2024
Q2 | $446K | Buy |
1,597
+61
| +4% | +$17K | ﹤0.01% | 867 |
|
|
2024
Q1 | $406K | Buy |
1,536
+29
| +2% | +$7.66K | ﹤0.01% | 879 |
|
|
2023
Q4 | $343K | Sell |
1,507
-356
| -19% | -$81.1K | ﹤0.01% | 880 |
|
|
2023
Q3 | $443K | Buy |
1,863
+64
| +4% | +$15.2K | ﹤0.01% | 701 |
|
|
2023
Q2 | $391K | Buy |
1,799
+2
| +0.1% | +$435 | ﹤0.01% | 735 |
|
|
2023
Q1 | $364K | Buy |
1,797
+95
| +6% | +$19.2K | ﹤0.01% | 734 |
|
|
2022
Q4 | $368K | Buy |
1,702
+8
| +0.5% | +$1.73K | ﹤0.01% | 653 |
|
|
2022
Q3 | $370K | Buy |
1,694
+327
| +24% | +$71.4K | ﹤0.01% | 577 |
|
|
2022
Q2 | $252K | Buy |
+1,367
| New | +$252K | ﹤0.01% | 705 |
|