LVW Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.12M | Sell |
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|
2025
Q2 | $1.39M | Sell |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $951K | Buy |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $857K | Buy |
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|
2023
Q4 | $725K | Buy |
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|
2023
Q3 | $752K | Sell |
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|
2023
Q2 | $761K | Hold |
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|
2023
Q1 | $709K | Sell |
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|
2022
Q4 | $773K | Sell |
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|
2022
Q3 | $1.12M | Sell |
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|
2022
Q2 | $976K | Buy |
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|
2022
Q1 | $922K | Sell |
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|
2021
Q4 | $890K | Sell |
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|
2021
Q3 | $875K | Buy |
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|
2021
Q2 | $737K | Sell |
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|
2021
Q1 | $868K | Buy |
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