Merit Financial 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 | $1.4M | Buy |
3,721
+380
| +11% | +$142K | 0.02% | 642 |
|
|
2025
Q1 | $1.09M | Buy |
3,341
+2,209
| +195% | +$723K | 0.02% | 627 |
|
|
2024
Q4 | $370K | Buy |
1,132
+50
| +5% | +$16.3K | 0.01% | 839 |
|
|
2024
Q3 | $252K | Buy |
+1,082
| New | +$252K | 0.01% | 717 |
|
|
2023
Q3 | – | Sell |
-1,900
| Closed | -$413K | – | 766 |
|
|
2023
Q2 | $413K | Sell |
1,900
-89
| -4% | -$19.4K | 0.01% | 505 |
|
|
2023
Q1 | $403K | Sell |
1,989
-5
| -0.3% | -$1.01K | 0.01% | 444 |
|
|
2022
Q4 | $431K | Buy |
1,994
+376
| +23% | +$81.3K | 0.02% | 459 |
|
|
2022
Q3 | $354K | Sell |
1,618
-271
| -14% | -$59.3K | 0.02% | 407 |
|
|
2022
Q2 | $348K | Buy |
+1,889
| New | +$348K | 0.01% | 412 |
|