NFA
Northwest Financial Advisors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,505
| Closed | -$5.07M | – | 109 |
|
|
2025
Q1 | $5.07M | Buy |
15,505
+13
| +0.1% | +$4.25K | 4.21% | 3 |
|
|
2024
Q4 | $5.06M | Buy |
15,492
+14
| +0.1% | +$4.57K | 4.18% | 5 |
|
|
2024
Q3 | $3.6M | Buy |
15,478
+65
| +0.4% | +$15.1K | 2.87% | 6 |
|
|
2024
Q2 | $4.3M | Buy |
15,413
+16
| +0.1% | +$4.47K | 4.38% | 5 |
|
|
2024
Q1 | $4.07M | Buy |
15,397
+17
| +0.1% | +$4.49K | 4.47% | 5 |
|
|
2023
Q4 | $3.5M | Buy |
+15,380
| New | +$3.5M | 2.97% | 6 |
|