LVW 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 | $1.39M | Sell |
3,705
-214
| -5% | -$80.2K | 0.15% | 84 |
|
|
2025
Q1 | $1.28M | Sell |
3,919
-252
| -6% | -$82.4K | 0.15% | 81 |
|
|
2024
Q4 | $1.36M | Buy |
4,171
+83
| +2% | +$27.1K | 0.16% | 87 |
|
|
2024
Q3 | $951K | Buy |
4,088
+499
| +14% | +$116K | 0.12% | 116 |
|
|
2024
Q2 | $1M | Buy |
3,589
+344
| +11% | +$96.1K | 0.15% | 96 |
|
|
2024
Q1 | $857K | Buy |
3,245
+61
| +2% | +$16.1K | 0.15% | 108 |
|
|
2023
Q4 | $725K | Buy |
3,184
+21
| +0.7% | +$4.78K | 0.14% | 113 |
|
|
2023
Q3 | $752K | Sell |
3,163
-338
| -10% | -$80.3K | 0.16% | 84 |
|
|
2023
Q2 | $761K | Hold |
3,501
| – | – | 0.15% | 95 |
|
|
2023
Q1 | $709K | Sell |
3,501
-74
| -2% | -$15K | 0.14% | 108 |
|
|
2022
Q4 | $773K | Sell |
3,575
-1,563
| -30% | -$338K | 0.16% | 100 |
|
|
2022
Q3 | $1.12M | Sell |
5,138
-152
| -3% | -$33.2K | 0.25% | 75 |
|
|
2022
Q2 | $976K | Buy |
5,290
+243
| +5% | +$44.8K | 0.2% | 81 |
|
|
2022
Q1 | $922K | Sell |
5,047
-510
| -9% | -$93.2K | 0.16% | 90 |
|
|
2021
Q4 | $890K | Sell |
5,557
-22
| -0.4% | -$3.52K | 0.15% | 102 |
|
|
2021
Q3 | $875K | Buy |
5,579
+121
| +2% | +$19K | 0.15% | 107 |
|
|
2021
Q2 | $737K | Sell |
5,458
-647
| -11% | -$87.4K | 0.13% | 113 |
|
|
2021
Q1 | $868K | Buy |
+6,105
| New | +$868K | 0.17% | 97 |
|