&Partners’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 | $5.06M | Buy |
13,515
+3,358
| +33% | +$1.26M | 0.04% | 364 |
|
|
2025
Q1 | $3.42M | Buy |
10,157
+1,910
| +23% | +$644K | 0.04% | 389 |
|
|
2024
Q4 | $2.75M | Buy |
8,247
+2,136
| +35% | +$712K | 0.03% | 404 |
|
|
2024
Q3 | $1.42M | Buy |
6,111
+3,235
| +112% | +$753K | 0.03% | 442 |
|
|
2024
Q2 | $803K | Buy |
+2,876
| New | +$803K | 0.04% | 399 |
|