OneDigital Investment Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.29M | Buy |
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|
2025
Q2 | $1.42M | Sell |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $872K | Buy |
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|
2023
Q3 | $904K | Buy |
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|
2023
Q2 | $825K | Sell |
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|
2023
Q1 | $770K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $8K | Hold |
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|
2018
Q2 | $9K | Hold |
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|
2018
Q1 | $8K | Hold |
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|
2017
Q4 | $7K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $6K | Buy |
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