OneDigital 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 | $1.42M | Sell |
3,791
-32
| -0.8% | -$12K | 0.02% | 532 |
|
|
2025
Q1 | $1.25M | Buy |
3,823
+305
| +9% | +$99.8K | 0.01% | 535 |
|
|
2024
Q4 | $1.15M | Sell |
3,518
-1,563
| -31% | -$510K | 0.01% | 584 |
|
|
2024
Q3 | $1.18M | Buy |
5,081
+1,107
| +28% | +$258K | 0.01% | 596 |
|
|
2024
Q2 | $1.11M | Buy |
3,974
+98
| +3% | +$27.4K | 0.01% | 581 |
|
|
2024
Q1 | $1.02M | Buy |
3,876
+45
| +1% | +$11.9K | 0.02% | 499 |
|
|
2023
Q4 | $872K | Buy |
3,831
+27
| +0.7% | +$6.15K | 0.02% | 527 |
|
|
2023
Q3 | $904K | Buy |
3,804
+10
| +0.3% | +$2.38K | 0.02% | 449 |
|
|
2023
Q2 | $825K | Sell |
3,794
-8
| -0.2% | -$1.74K | 0.02% | 462 |
|
|
2023
Q1 | $770K | Buy |
+3,802
| New | +$770K | 0.02% | 466 |
|
|
2018
Q4 | – | Sell |
-130
| Closed | -$8K | – | 1219 |
|
|
2018
Q3 | $8K | Hold |
130
| – | – | ﹤0.01% | 875 |
|
|
2018
Q2 | $9K | Hold |
130
| – | – | ﹤0.01% | 1073 |
|
|
2018
Q1 | $8K | Hold |
130
| – | – | ﹤0.01% | 1077 |
|
|
2017
Q4 | $7K | Buy |
+130
| New | +$7K | ﹤0.01% | 1038 |
|
|
2017
Q3 | – | Sell |
-130
| Closed | -$6K | – | 1115 |
|
|
2017
Q2 | $6K | Buy |
+130
| New | +$6K | ﹤0.01% | 1025 |
|