Orion Portfolio Solutions’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 | $2.83M | Buy |
8,665
+4,224
| +95% | +$1.38M | 0.03% | 554 |
|
|
2024
Q4 | $1.45M | Buy |
4,441
+757
| +21% | +$247K | 0.01% | 856 |
|
|
2024
Q3 | $857K | Sell |
3,684
-1,078
| -23% | -$251K | 0.01% | 1126 |
|
|
2024
Q2 | $1.33M | Buy |
4,762
+86
| +2% | +$24K | 0.01% | 843 |
|
|
2024
Q1 | $1.24M | Sell |
4,676
-243
| -5% | -$64.2K | 0.01% | 887 |
|
|
2023
Q4 | $1.17M | Buy |
4,919
+701
| +17% | +$167K | 0.01% | 882 |
|
|
2023
Q3 | $1M | Sell |
4,218
-540
| -11% | -$128K | 0.01% | 930 |
|
|
2023
Q2 | $1.03M | Buy |
+4,758
| New | +$1.03M | 0.01% | 942 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | – | – | 2339 |
|
|
2020
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2118 |
|