LRI Investments’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 | $224K | Buy |
598
+21
| +4% | +$7.87K | 0.02% | 263 |
|
|
2025
Q1 | $189K | Sell |
577
-346
| -37% | -$113K | 0.02% | 275 |
|
|
2024
Q4 | $301K | Sell |
923
-203
| -18% | -$66.3K | 0.03% | 202 |
|
|
2024
Q3 | $354K | Sell |
1,126
-58
| -5% | -$18.2K | 0.03% | 195 |
|
|
2024
Q2 | $331K | Buy |
1,184
+1,139
| +2,531% | +$318K | 0.04% | 164 |
|
|
2024
Q1 | $11.9K | Buy |
+45
| New | +$11.9K | ﹤0.01% | 470 |
|