MONECO 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 | $594K | Sell |
1,585
-266
| -14% | -$99.8K | 0.06% | 260 |
|
|
2025
Q1 | $605K | Sell |
1,851
-629
| -25% | -$206K | 0.06% | 243 |
|
|
2024
Q4 | $810K | Buy |
2,480
+113
| +5% | +$36.9K | 0.09% | 201 |
|
|
2024
Q3 | $551K | Sell |
2,367
-29
| -1% | -$6.75K | 0.07% | 243 |
|
|
2024
Q2 | $669K | Sell |
2,396
-20
| -0.8% | -$5.59K | 0.1% | 195 |
|
|
2024
Q1 | $638K | Buy |
2,416
+498
| +26% | +$132K | 0.1% | 209 |
|
|
2023
Q4 | $437K | Buy |
1,918
+14
| +0.7% | +$3.19K | 0.08% | 230 |
|
|
2023
Q3 | $452K | Buy |
1,904
+26
| +1% | +$6.18K | 0.12% | 191 |
|
|
2023
Q2 | $408K | Buy |
1,878
+51
| +3% | +$11.1K | 0.11% | 200 |
|
|
2023
Q1 | $370K | Buy |
1,827
+63
| +4% | +$12.8K | 0.11% | 211 |
|
|
2022
Q4 | $381K | Buy |
1,764
+52
| +3% | +$11.2K | 0.14% | 162 |
|
|
2022
Q3 | $374K | Hold |
1,712
| – | – | 0.15% | 154 |
|
|
2022
Q2 | $316K | Buy |
1,712
+1
| +0.1% | +$185 | 0.12% | 175 |
|
|
2022
Q1 | $313K | Hold |
1,711
| – | – | 0.12% | 177 |
|
|
2021
Q4 | $296K | Sell |
1,711
-19
| -1% | -$3.29K | 0.11% | 182 |
|
|
2021
Q3 | $271K | Buy |
1,730
+6
| +0.3% | +$940 | 0.11% | 195 |
|
|
2021
Q2 | $233K | Buy |
1,724
+50
| +3% | +$6.76K | 0.11% | 191 |
|
|
2021
Q1 | $238K | Buy |
+1,674
| New | +$238K | 0.12% | 181 |
|