NewEdge 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 | $1.28M | Sell |
3,406
-119
| -3% | -$44.6K | 0.01% | 1154 |
|
|
2025
Q1 | $1.15M | Buy |
3,525
+1,055
| +43% | +$345K | 0.01% | 1107 |
|
|
2024
Q4 | $807K | Sell |
2,470
-1,707
| -41% | -$557K | ﹤0.01% | 1277 |
|
|
2024
Q3 | $972K | Buy |
4,177
+632
| +18% | +$147K | 0.01% | 1123 |
|
|
2024
Q2 | $990K | Sell |
3,545
-663
| -16% | -$185K | 0.01% | 1075 |
|
|
2024
Q1 | $1.11M | Sell |
4,208
-103
| -2% | -$27.2K | 0.01% | 954 |
|
|
2023
Q4 | $1M | Buy |
4,311
+505
| +13% | +$117K | 0.01% | 929 |
|
|
2023
Q3 | $904K | Buy |
3,806
+1,947
| +105% | +$463K | 0.01% | 904 |
|
|
2023
Q2 | $404K | Sell |
1,859
-1,758
| -49% | -$382K | ﹤0.01% | 1294 |
|
|
2023
Q1 | $732K | Buy |
3,617
+1,447
| +67% | +$293K | 0.01% | 932 |
|
|
2022
Q4 | $215K | Sell |
2,170
-1,251
| -37% | -$124K | 0.01% | 1162 |
|
|
2022
Q3 | $747K | Buy |
3,421
+2,071
| +153% | +$452K | 0.01% | 775 |
|
|
2022
Q2 | $249K | Buy |
+1,350
| New | +$249K | ﹤0.01% | 1294 |
|
|
2022
Q1 | – | Sell |
-1,698
| Closed | -$272K | – | 1413 |
|
|
2021
Q4 | $272K | Buy |
+1,698
| New | +$272K | ﹤0.01% | 1369 |
|
|
2017
Q3 | – | Sell |
-457
| Closed | -$19.5K | – | 789 |
|
|
2017
Q2 | $19.5K | Buy |
+457
| New | +$19.5K | ﹤0.01% | 748 |
|