Lindbrook Capital’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $269K | Buy |
823
+127
| +18% | +$41.5K | 0.02% | 338 |
|
|
2024
Q4 | $227K | Buy |
696
+23
| +3% | +$7.51K | 0.02% | 363 |
|
|
2024
Q3 | $157K | Sell |
673
-199
| -23% | -$46.3K | 0.01% | 444 |
|
|
2024
Q2 | $244K | Buy |
872
+3
| +0.3% | +$838 | 0.02% | 326 |
|
|
2024
Q1 | $230K | Sell |
869
-14
| -2% | -$3.7K | 0.02% | 332 |
|
|
2023
Q4 | $201K | Buy |
883
+32
| +4% | +$7.28K | 0.02% | 345 |
|
|
2023
Q3 | $202K | Buy |
851
+8
| +0.9% | +$1.9K | 0.02% | 315 |
|
|
2023
Q2 | $183K | Buy |
843
+4
| +0.5% | +$870 | 0.02% | 344 |
|
|
2023
Q1 | $170K | Sell |
839
-163
| -16% | -$33K | 0.02% | 352 |
|
|
2022
Q4 | $217K | Sell |
1,002
-54
| -5% | -$11.7K | 0.03% | 310 |
|
|
2022
Q3 | $231K | Sell |
1,056
-54
| -5% | -$11.8K | 0.04% | 247 |
|
|
2022
Q2 | $205K | Buy |
1,110
+348
| +46% | +$64.3K | 0.03% | 282 |
|
|
2022
Q1 | $139K | Sell |
762
-223
| -23% | -$40.7K | 0.02% | 377 |
|
|
2021
Q4 | $158K | Buy |
985
+896
| +1,007% | +$144K | 0.02% | 365 |
|
|
2021
Q3 | $14K | Hold |
89
| – | – | ﹤0.01% | 869 |
|
|
2021
Q2 | $12K | Hold |
89
| – | – | ﹤0.01% | 982 |
|
|
2021
Q1 | $13K | Buy |
89
+4
| +5% | +$584 | ﹤0.01% | 910 |
|
|
2020
Q4 | $9K | Hold |
85
| – | – | ﹤0.01% | 951 |
|
|
2020
Q3 | $7K | Hold |
85
| – | – | ﹤0.01% | 967 |
|
|
2020
Q2 | $7K | Buy |
+85
| New | +$7K | ﹤0.01% | 968 |
|