One Wealth 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 | $352K | Buy |
939
+24
| +3% | +$9K | 0.05% | 202 |
|
|
2025
Q1 | $299K | Sell |
915
-100
| -10% | -$32.7K | 0.04% | 213 |
|
|
2024
Q4 | $331K | Buy |
+1,015
| New | +$331K | 0.05% | 175 |
|
|
2022
Q2 | – | Sell |
-1,660
| Closed | -$303K | – | 204 |
|
|
2022
Q1 | $303K | Buy |
1,660
+6
| +0.4% | +$1.1K | 0.07% | 147 |
|
|
2021
Q4 | $265K | Buy |
1,654
+105
| +7% | +$16.8K | 0.07% | 155 |
|
|
2021
Q3 | $243K | Buy |
+1,549
| New | +$243K | 0.07% | 175 |
|