Ossiam’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 | $98.6K | Buy |
+263
| New | +$98.6K | ﹤0.01% | 578 |
|
|
2024
Q4 | – | Sell |
-4,455
| Closed | -$1.04M | – | 645 |
|
|
2024
Q3 | $1.04M | Buy |
4,455
+46
| +1% | +$10.7K | 0.02% | 341 |
|
|
2024
Q2 | $1.23M | Buy |
4,409
+773
| +21% | +$216K | 0.02% | 320 |
|
|
2024
Q1 | $961K | Buy |
3,636
+661
| +22% | +$175K | 0.02% | 386 |
|
|
2023
Q4 | $677K | Buy |
2,975
+326
| +12% | +$74.2K | 0.01% | 428 |
|
|
2023
Q3 | $630K | Sell |
2,649
-29,377
| -92% | -$6.98M | 0.01% | 428 |
|
|
2023
Q2 | $6.96M | Buy |
32,026
+31,265
| +4,108% | +$6.8M | 0.13% | 116 |
|
|
2023
Q1 | $154K | Sell |
761
-2
| -0.3% | -$405 | ﹤0.01% | 518 |
|
|
2022
Q4 | $165K | Hold |
763
| – | – | ﹤0.01% | 499 |
|
|
2022
Q3 | $167K | Buy |
+763
| New | +$167K | ﹤0.01% | 465 |
|