NewEdge Wealth’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.01M | Sell |
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|
2025
Q2 | $13.5M | Sell |
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|
2025
Q1 | $13.1M | Sell |
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|
2024
Q4 | $22.5M | Sell |
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|
2024
Q3 | $16.2M | Buy |
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|
2024
Q2 | $5.41M | Sell |
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|
2024
Q1 | $15.4M | Buy |
|
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|
2023
Q4 | $12.7M | Buy |
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|
2023
Q3 | $4.04M | Buy |
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|
2023
Q2 | $3.41M | Buy |
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|
2023
Q1 | $3.07M | Buy |
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|
2022
Q4 | $3.22M | Sell |
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|
2022
Q3 | $3.85M | Buy |
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|
2022
Q2 | $3.05M | Buy |
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|
2022
Q1 | $1.83M | Buy |
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $1.31M | Buy |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $877K | Buy |
|