Moran Wealth Management’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
Q4 | – | Sell |
|
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|
2025
Q3 | $287K | Sell |
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|
2025
Q2 | $993K | Buy |
|
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|
2025
Q1 | $854K | Sell |
|
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|
2024
Q4 | $889K | Sell |
|
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|
2024
Q3 | $653K | Buy |
|
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|
2024
Q2 | $479K | Buy |
|
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|
2024
Q1 | $309K | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $1.95M | Sell |
|
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|
2023
Q1 | $1.89M | Buy |
|
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|
2022
Q4 | $473K | Buy |
|