LPL Financial’s FiscalNote NOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $68.2K | Buy |
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|
2025
Q1 | $23.7K | Sell |
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|
2024
Q4 | $112K | Buy |
|
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|
2024
Q3 | $37.6K | Hold |
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|
2024
Q2 | $42.8K | Hold |
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|
2024
Q1 | $39K | Hold |
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|
2023
Q4 | $33.5K | Sell |
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|
2023
Q3 | $81.8K | Sell |
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|
2023
Q2 | $525K | Buy |
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|
2023
Q1 | $65.4K | Buy |
|