Parallel Advisors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Sell |
2,514
-20
| -0.8% | -$7.5K | 0.02% | 433 |
|
|
2025
Q1 | $829K | Buy |
2,534
+55
| +2% | +$18K | 0.02% | 434 |
|
|
2024
Q4 | $809K | Buy |
2,479
+54
| +2% | +$17.6K | 0.02% | 445 |
|
|
2024
Q3 | $564K | Sell |
2,425
-9
| -0.4% | -$2.09K | 0.01% | 532 |
|
|
2024
Q2 | $680K | Buy |
2,434
+18
| +0.7% | +$5.03K | 0.02% | 450 |
|
|
2024
Q1 | $638K | Buy |
2,416
+38
| +2% | +$10K | 0.02% | 458 |
|
|
2023
Q4 | $541K | Buy |
2,378
+26
| +1% | +$5.92K | 0.02% | 467 |
|
|
2023
Q3 | $559K | Buy |
2,352
+43
| +2% | +$10.2K | 0.02% | 432 |
|
|
2023
Q2 | $502K | Sell |
2,309
-72
| -3% | -$15.7K | 0.02% | 468 |
|
|
2023
Q1 | $482K | Buy |
2,381
+132
| +6% | +$26.7K | 0.02% | 472 |
|
|
2022
Q4 | $486K | Sell |
2,249
-22
| -1% | -$4.76K | 0.02% | 425 |
|
|
2022
Q3 | $496K | Sell |
2,271
-29
| -1% | -$6.33K | 0.02% | 389 |
|
|
2022
Q2 | $424K | Buy |
2,300
+34
| +2% | +$6.27K | 0.02% | 447 |
|
|
2022
Q1 | $421K | Buy |
2,266
+1,931
| +576% | +$359K | 0.02% | 471 |
|
|
2021
Q4 | $54K | Buy |
335
+39
| +13% | +$6.29K | ﹤0.01% | 1271 |
|
|
2021
Q3 | $46K | Buy |
296
+149
| +101% | +$23.2K | ﹤0.01% | 1302 |
|
|
2021
Q2 | $20K | Buy |
147
+25
| +20% | +$3.4K | ﹤0.01% | 1662 |
|
|
2021
Q1 | $17K | Buy |
122
+43
| +54% | +$5.99K | ﹤0.01% | 1654 |
|
|
2020
Q4 | $8K | Hold |
79
| – | – | ﹤0.01% | 1862 |
|
|
2020
Q3 | $6K | Hold |
79
| – | – | ﹤0.01% | 1932 |
|
|
2020
Q2 | $6K | Buy |
79
+50
| +172% | +$3.8K | ﹤0.01% | 1904 |
|
|
2020
Q1 | $1K | Sell |
29
-4
| -12% | -$138 | ﹤0.01% | 2284 |
|
|
2019
Q4 | $3K | Hold |
33
| – | – | ﹤0.01% | 2113 |
|
|
2019
Q3 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 2060 |
|
|
2018
Q4 | – | Sell |
-45
| Closed | -$3K | – | 2212 |
|
|
2018
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 1908 |
|
|
2018
Q2 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 1857 |
|