Perigon Wealth Management’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 | $367K | Buy |
979
+183
| +23% | +$68.6K | 0.01% | 771 |
|
|
2025
Q1 | $260K | Sell |
796
-5
| -0.6% | -$1.64K | 0.01% | 866 |
|
|
2024
Q4 | $277K | Buy |
+801
| New | +$277K | 0.01% | 846 |
|
|
2024
Q3 | – | Sell |
-845
| Closed | -$236K | – | 1009 |
|
|
2024
Q2 | $236K | Sell |
845
-25
| -3% | -$6.98K | 0.01% | 763 |
|
|
2024
Q1 | $230K | Buy |
+870
| New | +$230K | 0.01% | 760 |
|
|
2023
Q4 | – | Sell |
-909
| Closed | -$216K | – | 855 |
|
|
2023
Q3 | $216K | Buy |
+909
| New | +$216K | 0.01% | 707 |
|
|
2021
Q1 | – | Sell |
-610
| Closed | -$64K | – | 795 |
|
|
2020
Q4 | $64K | Buy |
+610
| New | +$64K | 0.01% | 660 |
|