Oppenheimer & Co’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,652
| Closed | -$539K | – | 1625 |
|
|
2024
Q4 | $539K | Buy |
+1,652
| New | +$539K | 0.01% | 1036 |
|
|
2023
Q2 | – | Sell |
-1,036
| Closed | -$210K | – | 1454 |
|
|
2023
Q1 | $210K | Sell |
1,036
-77
| -7% | -$15.6K | ﹤0.01% | 1250 |
|
|
2022
Q4 | $241K | Buy |
+1,113
| New | +$241K | 0.01% | 1171 |
|