Moran Wealth Management’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 | $993K | Buy |
2,648
+37
| +1% | +$13.9K | 0.03% | 325 |
|
|
2025
Q1 | $854K | Sell |
2,611
-111
| -4% | -$36.3K | 0.03% | 315 |
|
|
2024
Q4 | $889K | Sell |
2,722
-85
| -3% | -$27.8K | 0.03% | 307 |
|
|
2024
Q3 | $653K | Buy |
2,807
+1,092
| +64% | +$254K | 0.02% | 352 |
|
|
2024
Q2 | $479K | Buy |
1,715
+547
| +47% | +$153K | 0.02% | 345 |
|
|
2024
Q1 | $309K | Buy |
+1,168
| New | +$309K | 0.01% | 378 |
|
|
2023
Q3 | – | Sell |
-8,987
| Closed | -$1.95M | – | 396 |
|
|
2023
Q2 | $1.95M | Sell |
8,987
-333
| -4% | -$72.4K | 0.07% | 228 |
|
|
2023
Q1 | $1.89M | Buy |
9,320
+7,132
| +326% | +$1.44M | 0.07% | 224 |
|
|
2022
Q4 | $473K | Buy |
+2,188
| New | +$473K | 0.02% | 300 |
|