Moody Lynn & Lieberson’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 | $399K | Sell |
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|
2025
Q2 | $453K | Buy |
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|
2025
Q1 | $393K | Hold |
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|
2024
Q4 | $392K | Hold |
|
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|
2024
Q3 | $279K | Sell |
|
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|
2024
Q2 | $503K | Hold |
|
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|
2024
Q1 | $476K | Hold |
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|
2023
Q4 | $410K | Hold |
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|
2023
Q3 | $428K | Hold |
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|
2023
Q2 | $391K | Hold |
|
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|
2023
Q1 | $364K | Hold |
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|
2022
Q4 | $389K | Hold |
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|
2022
Q3 | $393K | Hold |
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|
2022
Q2 | $332K | Hold |
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|
2022
Q1 | $329K | Hold |
|
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|
2021
Q4 | $288K | Sell |
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|
2021
Q3 | $314K | Buy |
|