NBC Securities’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 | $779K | Sell |
2,080
-49
| -2% | -$18.4K | 0.06% | 341 |
|
|
2025
Q1 | $696K | Buy |
2,129
+2,127
| +106,350% | +$695K | 0.06% | 338 |
|
|
2024
Q4 | $695 | Sell |
2
-2,138
| -100% | -$743K | 0.06% | 333 |
|
|
2024
Q3 | $497K | Hold |
2,140
| – | – | 0.04% | 462 |
|
|
2024
Q2 | $597K | Sell |
2,140
-32
| -1% | -$8.93K | 0.05% | 373 |
|
|
2024
Q1 | $573K | Hold |
2,172
| – | – | 0.05% | 396 |
|
|
2023
Q4 | $494K | Sell |
2,172
-31
| -1% | -$7.05K | 0.05% | 415 |
|
|
2023
Q3 | $523K | Buy |
+2,203
| New | +$523K | 0.06% | 363 |
|