Money Concepts Capital’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-194
Closed -$41.9K 1871
2022
Q4
$41.9K Sell
194
-153
-44% -$33.1K ﹤0.01% 1317
2022
Q3
$76K Buy
347
+165
+91% +$36.1K ﹤0.01% 626
2022
Q2
$33K Buy
182
+130
+250% +$23.6K ﹤0.01% 780
2022
Q1
$9K Buy
+52
New +$9K ﹤0.01% 1988