Nisa Investment 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 | $3.01M | Buy |
8,016
+1,519
| +23% | +$570K | 0.01% | 531 |
|
|
2025
Q1 | $2.13M | Buy |
6,497
+4,319
| +198% | +$1.41M | 0.01% | 627 |
|
|
2024
Q4 | $711K | Buy |
2,178
+1,368
| +169% | +$447K | ﹤0.01% | 961 |
|
|
2024
Q3 | $188K | Sell |
810
-5,490
| -87% | -$1.28M | ﹤0.01% | 1293 |
|
|
2024
Q2 | $1.76M | Buy |
6,300
+2,061
| +49% | +$576K | 0.01% | 737 |
|
|
2024
Q1 | $1.12M | Sell |
4,239
-9,852
| -70% | -$2.6M | 0.01% | 849 |
|
|
2023
Q4 | $3.21M | Buy |
14,091
+3,339
| +31% | +$760K | 0.02% | 527 |
|
|
2023
Q3 | $2.56M | Buy |
10,752
+419
| +4% | +$99.6K | 0.02% | 599 |
|
|
2023
Q2 | $2.25M | Sell |
10,333
-6,291
| -38% | -$1.37M | 0.02% | 647 |
|
|
2023
Q1 | $3.37M | Sell |
16,624
-8,008
| -33% | -$1.62M | 0.03% | 522 |
|
|
2022
Q4 | $5.33M | Buy |
24,632
+23,552
| +2,181% | +$5.09M | 0.04% | 408 |
|
|
2022
Q3 | $272K | Sell |
1,080
-5,451
| -83% | -$1.37M | ﹤0.01% | 1197 |
|
|
2022
Q2 | $1.21M | Buy |
6,531
+4,273
| +189% | +$788K | 0.01% | 771 |
|
|
2022
Q1 | $412K | Sell |
2,258
-40,827
| -95% | -$7.45M | ﹤0.01% | 1140 |
|
|
2021
Q4 | $7.42M | Sell |
43,085
-48,099
| -53% | -$8.29M | 0.06% | 308 |
|
|
2021
Q3 | $14.3K | Buy |
91,184
+18,302
| +25% | +$2.87K | 0.09% | 211 |
|
|
2021
Q2 | $9.84K | Buy |
72,882
+29,736
| +69% | +$4.01K | 0.06% | 282 |
|
|
2021
Q1 | $6.13K | Buy |
43,146
+42,246
| +4,694% | +$6.01K | 0.04% | 392 |
|
|
2020
Q4 | $94K | Buy |
+900
| New | +$94K | ﹤0.01% | 1753 |
|
|
2018
Q4 | – | Sell |
-5,000
| Closed | -$323K | – | 1970 |
|
|
2018
Q3 | $323K | Hold |
5,000
| – | – | ﹤0.01% | 1218 |
|
|
2018
Q2 | $328K | Sell |
5,000
-3,000
| -38% | -$197K | ﹤0.01% | 1157 |
|
|
2018
Q1 | $489K | Hold |
8,000
| – | – | 0.01% | 1028 |
|
|
2017
Q4 | $457K | Hold |
8,000
| – | – | ﹤0.01% | 1069 |
|
|
2017
Q3 | $413K | Hold |
8,000
| – | – | ﹤0.01% | 1085 |
|
|
2017
Q2 | $340K | Hold |
8,000
| – | – | ﹤0.01% | 1116 |
|
|
2017
Q1 | $319K | Hold |
8,000
| – | – | ﹤0.01% | 1147 |
|
|
2016
Q4 | $282K | Hold |
8,000
| – | – | ﹤0.01% | 1178 |
|
|
2016
Q3 | $239K | Buy |
8,000
+7,000
| +700% | +$209K | ﹤0.01% | 1183 |
|
|
2016
Q2 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 1571 |
|
|
2016
Q1 | $25K | Buy |
+1,000
| New | +$25K | ﹤0.01% | 1543 |
|