NBC Securities’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $554K | Sell |
|
|||||
|
2025
Q4 | $669K | Sell |
|
|||||
|
2025
Q3 | $633K | Sell |
|
|||||
|
2025
Q2 | $779K | Sell |
|
|||||
|
2025
Q1 | $696K | Buy |
|
|||||
|
2024
Q4 | $695 | Sell |
|
|||||
|
2024
Q3 | $497K | Hold |
|
|||||
|
2024
Q2 | $597K | Sell |
|
|||||
|
2024
Q1 | $573K | Hold |
|
|||||
|
2023
Q4 | $494K | Sell |
|
|||||
|
2023
Q3 | $523K | Buy |
|