Park Avenue Securities’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 | $1.56M | Buy |
4,163
+22
| +0.5% | +$8.25K | 0.01% | 604 |
|
|
2025
Q1 | $1.36M | Buy |
4,141
+292
| +8% | +$95.5K | 0.02% | 510 |
|
|
2024
Q4 | $1.26M | Buy |
3,849
+210
| +6% | +$68.6K | 0.01% | 657 |
|
|
2024
Q3 | $847K | Sell |
3,639
-4,260
| -54% | -$992K | 0.01% | 749 |
|
|
2024
Q2 | $2.21M | Buy |
7,899
+513
| +7% | +$143K | 0.03% | 384 |
|
|
2024
Q1 | $1.95M | Sell |
7,386
-1,205
| -14% | -$318K | 0.03% | 422 |
|
|
2023
Q4 | $1.96M | Sell |
8,591
-1,273
| -13% | -$290K | 0.03% | 382 |
|
|
2023
Q3 | $2.34M | Buy |
+9,864
| New | +$2.34M | 0.04% | 294 |
|
|
2023
Q1 | – | Sell |
-7,752
| Closed | -$1.68M | – | 967 |
|
|
2022
Q4 | $1.68M | Buy |
7,752
+201
| +3% | +$43.5K | 0.03% | 348 |
|
|
2022
Q3 | $1.65M | Buy |
7,551
+889
| +13% | +$194K | 0.03% | 307 |
|
|
2022
Q2 | $1.23M | Buy |
6,662
+3,170
| +91% | +$585K | 0.02% | 389 |
|
|
2022
Q1 | $638K | Buy |
3,492
+863
| +33% | +$158K | 0.01% | 636 |
|
|
2021
Q4 | $421K | Buy |
2,629
+853
| +48% | +$137K | 0.01% | 787 |
|
|
2021
Q3 | $278K | Buy |
1,776
+162
| +10% | +$25.4K | 0.01% | 886 |
|
|
2021
Q2 | $218K | Buy |
+1,614
| New | +$218K | ﹤0.01% | 963 |
|