Oliver Luxxe Assets’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 | $3.41M | Buy |
9,085
+66
| +0.7% | +$24.7K | 0.61% | 62 |
|
|
2025
Q1 | $2.95M | Sell |
9,019
-8,148
| -47% | -$2.67M | 0.55% | 70 |
|
|
2024
Q4 | $4.82M | Buy |
17,167
+8,794
| +105% | +$2.47M | 0.43% | 73 |
|
|
2024
Q3 | $1.95M | Buy |
8,373
+144
| +2% | +$33.5K | 0.35% | 99 |
|
|
2024
Q2 | $2.3M | Buy |
8,229
+64
| +0.8% | +$17.9K | 0.49% | 65 |
|
|
2024
Q1 | $2.16M | Buy |
8,165
+13
| +0.2% | +$3.44K | 0.45% | 69 |
|
|
2023
Q4 | $1.86M | Buy |
8,152
+48
| +0.6% | +$10.9K | 0.44% | 76 |
|
|
2023
Q3 | $1.93M | Buy |
8,104
+2,776
| +52% | +$660K | 0.49% | 70 |
|
|
2023
Q2 | $1.16M | Sell |
5,328
-8
| -0.1% | -$1.74K | 0.29% | 87 |
|
|
2023
Q1 | $1.08M | Buy |
5,336
+181
| +4% | +$36.6K | 0.28% | 82 |
|
|
2022
Q4 | $1.11M | Buy |
5,155
+19
| +0.4% | +$4.11K | 0.31% | 86 |
|
|
2022
Q3 | $1.12M | Sell |
5,136
-4,257
| -45% | -$930K | 0.35% | 82 |
|
|
2022
Q2 | $1.73M | Sell |
9,393
-3,867
| -29% | -$713K | 0.51% | 72 |
|
|
2022
Q1 | $2.42M | Sell |
13,260
-2,503
| -16% | -$457K | 0.61% | 65 |
|
|
2021
Q4 | $2.52M | Sell |
15,763
-97
| -0.6% | -$15.5K | 0.64% | 57 |
|
|
2021
Q3 | $2.49M | Buy |
15,860
+1,068
| +7% | +$167K | 0.68% | 55 |
|
|
2021
Q2 | $2M | Buy |
14,792
+1,252
| +9% | +$169K | 0.55% | 74 |
|
|
2021
Q1 | $1.93M | Sell |
13,540
-130
| -1% | -$18.5K | 0.58% | 66 |
|
|
2020
Q4 | $1.6M | Buy |
13,670
+855
| +7% | +$99.9K | 0.5% | 73 |
|
|
2020
Q3 | $983K | Buy |
12,815
+550
| +4% | +$42.2K | 0.37% | 91 |
|
|
2020
Q2 | $962K | Buy |
+12,265
| New | +$962K | 0.51% | 70 |
|
|
2020
Q1 | – | Sell |
-2,369
| Closed | -$219K | – | 130 |
|
|
2019
Q4 | $219K | Buy |
+2,369
| New | +$219K | 0.11% | 117 |
|