MOTCO’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 | $3.56K | Buy |
9
+4
| +80% | +$1.58K | ﹤0.01% | 489 |
|
|
2025
Q1 | $1.64K | Buy |
+5
| New | +$1.64K | ﹤0.01% | 525 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$228 | – | 734 |
|
|
2023
Q4 | $228 | Hold |
1
| – | – | ﹤0.01% | 688 |
|
|
2023
Q3 | $238 | Hold |
1
| – | – | ﹤0.01% | 754 |
|
|
2023
Q2 | $217 | Buy |
+1
| New | +$217 | ﹤0.01% | 953 |
|