Mather Group’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 | $343K | Sell |
916
-3
| -0.3% | -$1.13K | ﹤0.01% | 467 |
|
|
2025
Q1 | $301K | Buy |
919
+3
| +0.3% | +$981 | ﹤0.01% | 484 |
|
|
2024
Q4 | $299K | Buy |
916
+36
| +4% | +$11.8K | ﹤0.01% | 465 |
|
|
2024
Q3 | $205K | Sell |
880
-12
| -1% | -$2.79K | ﹤0.01% | 564 |
|
|
2024
Q2 | $236K | Buy |
892
+12
| +1% | +$3.17K | ﹤0.01% | 580 |
|
|
2024
Q1 | $200K | Hold |
880
| – | – | ﹤0.01% | 528 |
|
|
2023
Q4 | $200K | Hold |
880
| – | – | ﹤0.01% | 545 |
|
|
2023
Q3 | $209K | Buy |
+880
| New | +$209K | ﹤0.01% | 514 |
|