Mariner’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 | $4.39M | Sell |
11,709
-1,945
| -14% | -$729K | 0.01% | 927 |
|
|
2025
Q1 | $4.47M | Buy |
13,654
+1,043
| +8% | +$341K | 0.01% | 854 |
|
|
2024
Q4 | $4.12M | Buy |
12,611
+39
| +0.3% | +$12.7K | 0.01% | 873 |
|
|
2024
Q3 | $2.92M | Sell |
12,572
-3,500
| -22% | -$814K | 0.01% | 1008 |
|
|
2024
Q2 | $4.49M | Buy |
16,072
+645
| +4% | +$180K | 0.01% | 777 |
|
|
2024
Q1 | $4.08M | Buy |
15,427
+704
| +5% | +$186K | 0.01% | 809 |
|
|
2023
Q4 | $3.35M | Buy |
14,723
+6,851
| +87% | +$1.56M | 0.01% | 836 |
|
|
2023
Q3 | $1.87M | Buy |
7,872
+220
| +3% | +$52.3K | 0.01% | 1004 |
|
|
2023
Q2 | $1.66M | Buy |
7,652
+225
| +3% | +$48.9K | ﹤0.01% | 1052 |
|
|
2023
Q1 | $1.5M | Buy |
7,427
+500
| +7% | +$101K | ﹤0.01% | 1085 |
|
|
2022
Q4 | $1.5M | Sell |
6,927
-441
| -6% | -$95.3K | ﹤0.01% | 1045 |
|
|
2022
Q3 | $1.61M | Buy |
+7,368
| New | +$1.61M | 0.01% | 858 |
|