MLL
Moody Lynn & Lieberson’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Buy |
1,207
+7
| +0.6% | +$2.63K | 0.03% | 180 |
|
|
2025
Q1 | $393K | Hold |
1,200
| – | – | 0.03% | 184 |
|
|
2024
Q4 | $392K | Hold |
1,200
| – | – | 0.02% | 185 |
|
|
2024
Q3 | $279K | Sell |
1,200
-600
| -33% | -$140K | 0.02% | 218 |
|
|
2024
Q2 | $503K | Hold |
1,800
| – | – | 0.03% | 162 |
|
|
2024
Q1 | $476K | Hold |
1,800
| – | – | 0.03% | 165 |
|
|
2023
Q4 | $410K | Hold |
1,800
| – | – | 0.03% | 173 |
|
|
2023
Q3 | $428K | Hold |
1,800
| – | – | 0.04% | 153 |
|
|
2023
Q2 | $391K | Hold |
1,800
| – | – | 0.03% | 168 |
|
|
2023
Q1 | $364K | Hold |
1,800
| – | – | 0.03% | 179 |
|
|
2022
Q4 | $389K | Hold |
1,800
| – | – | 0.04% | 179 |
|
|
2022
Q3 | $393K | Hold |
1,800
| – | – | 0.04% | 163 |
|
|
2022
Q2 | $332K | Hold |
1,800
| – | – | 0.03% | 183 |
|
|
2022
Q1 | $329K | Hold |
1,800
| – | – | 0.02% | 192 |
|
|
2021
Q4 | $288K | Sell |
1,800
-200
| -10% | -$32K | 0.02% | 209 |
|
|
2021
Q3 | $314K | Buy |
+2,000
| New | +$314K | 0.02% | 190 |
|