LPL Financial’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.49M | Buy |
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|
2025
Q2 | $834K | Buy |
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|
2025
Q1 | $693K | Sell |
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|
2024
Q4 | $923K | Sell |
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|
2024
Q3 | $30.8M | Sell |
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|
2024
Q2 | $18.5M | Buy |
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|
2024
Q1 | $20.8M | Buy |
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|
2023
Q4 | $18.9M | Buy |
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|
2023
Q3 | $203K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $653K | Sell |
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|
2021
Q3 | $1M | Buy |
|