MONECO 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 | $514K | Sell |
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|
2025
Q2 | $594K | Sell |
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|
2025
Q1 | $605K | Sell |
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|
2024
Q4 | $810K | Buy |
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|
2024
Q3 | $551K | Sell |
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|
2024
Q2 | $669K | Sell |
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|
2024
Q1 | $638K | Buy |
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|
2023
Q4 | $437K | Buy |
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|
2023
Q3 | $452K | Buy |
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|
2023
Q2 | $408K | Buy |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $381K | Buy |
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|
2022
Q3 | $374K | Hold |
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|
2022
Q2 | $316K | Buy |
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|
2022
Q1 | $313K | Hold |
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|
2021
Q4 | $296K | Sell |
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|
2021
Q3 | $271K | Buy |
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|
2021
Q2 | $233K | Buy |
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|
2021
Q1 | $238K | Buy |
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