MV Capital 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 | $5.25K | Sell |
14
-1
| -7% | -$375 | ﹤0.01% | 603 |
|
|
2025
Q1 | $4.91K | Hold |
15
| – | – | ﹤0.01% | 615 |
|
|
2024
Q4 | $4.9K | Buy |
15
+5
| +50% | +$1.63K | ﹤0.01% | 610 |
|
|
2024
Q3 | $2.33K | Buy |
10
+4
| +67% | +$931 | ﹤0.01% | 688 |
|
|
2024
Q2 | $1.68K | Buy |
6
+3
| +100% | +$838 | ﹤0.01% | 665 |
|
|
2024
Q1 | $793 | Sell |
3
-4
| -57% | -$1.06K | ﹤0.01% | 694 |
|
|
2023
Q4 | $1.59K | Buy |
+7
| New | +$1.59K | ﹤0.01% | 650 |
|