Mount Yale Investment Advisors’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 | $1.26M | Buy |
3,355
+382
| +13% | +$143K | 0.1% | 179 |
|
|
2025
Q1 | $973K | Sell |
2,973
-720
| -19% | -$236K | 0.08% | 197 |
|
|
2024
Q4 | $1.21M | Buy |
3,693
+972
| +36% | +$317K | 0.1% | 170 |
|
|
2024
Q3 | $633K | Buy |
2,721
+769
| +39% | +$179K | 0.06% | 291 |
|
|
2024
Q2 | $545K | Buy |
1,952
+206
| +12% | +$57.5K | 0.04% | 328 |
|
|
2024
Q1 | $461K | Buy |
+1,746
| New | +$461K | 0.04% | 371 |
|
|
2023
Q4 | – | Sell |
-981
| Closed | -$233K | – | 522 |
|
|
2023
Q3 | $233K | Sell |
981
-5
| -0.5% | -$1.19K | 0.03% | 447 |
|
|
2023
Q2 | $214K | Sell |
986
-443
| -31% | -$96.3K | 0.02% | 453 |
|
|
2023
Q1 | $289K | Buy |
+1,429
| New | +$289K | 0.03% | 387 |
|