MCF 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 | $51.7K | Hold |
138
| – | – | ﹤0.01% | 398 |
|
|
2025
Q1 | $45.1K | Hold |
138
| – | – | ﹤0.01% | 409 |
|
|
2024
Q4 | $45.1K | Hold |
138
| – | – | ﹤0.01% | 422 |
|
|
2024
Q3 | $32.1K | Hold |
138
| – | – | ﹤0.01% | 461 |
|
|
2024
Q2 | $38.5K | Buy |
138
+12
| +10% | +$3.35K | ﹤0.01% | 432 |
|
|
2024
Q1 | $33.3K | Hold |
126
| – | – | ﹤0.01% | 449 |
|
|
2023
Q4 | $28.7K | Hold |
126
| – | – | ﹤0.01% | 454 |
|
|
2023
Q3 | $29.9K | Hold |
126
| – | – | ﹤0.01% | 428 |
|
|
2023
Q2 | $27.4K | Hold |
126
| – | – | ﹤0.01% | 432 |
|
|
2023
Q1 | $25.5K | Buy |
+126
| New | +$25.5K | ﹤0.01% | 438 |
|