Park Avenue Securities’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 | $1.2M | Sell |
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|
2025
Q2 | $1.56M | Buy |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $847K | Sell |
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|
2024
Q2 | $2.21M | Buy |
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|
2024
Q1 | $1.95M | Sell |
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|
2023
Q4 | $1.96M | Sell |
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|
2023
Q3 | $2.34M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.68M | Buy |
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|
2022
Q3 | $1.65M | Buy |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $638K | Buy |
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|
2021
Q4 | $421K | Buy |
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|
2021
Q3 | $278K | Buy |
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|
2021
Q2 | $218K | Buy |
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