Plante Moran Financial Advisors’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 | $18K | Hold |
48
| – | – | ﹤0.01% | 485 |
|
|
2025
Q1 | $15.7K | Sell |
48
-30
| -38% | -$9.81K | ﹤0.01% | 512 |
|
|
2024
Q4 | $25.5K | Buy |
78
+30
| +63% | +$9.8K | ﹤0.01% | 447 |
|
|
2024
Q3 | $11.2K | Hold |
48
| – | – | ﹤0.01% | 596 |
|
|
2024
Q2 | $13.4K | Hold |
48
| – | – | ﹤0.01% | 534 |
|
|
2024
Q1 | $12.7K | Hold |
48
| – | – | ﹤0.01% | 567 |
|
|
2023
Q4 | $10.9K | Hold |
48
| – | – | ﹤0.01% | 545 |
|
|
2023
Q3 | $11.4K | Hold |
48
| – | – | ﹤0.01% | 515 |
|
|
2023
Q2 | $10.4K | Hold |
48
| – | – | ﹤0.01% | 550 |
|
|
2023
Q1 | $9.72K | Hold |
48
| – | – | ﹤0.01% | 567 |
|
|
2022
Q4 | $10.4K | Sell |
48
-26
| -35% | -$5.62K | ﹤0.01% | 577 |
|
|
2022
Q3 | $16K | Hold |
74
| – | – | ﹤0.01% | 504 |
|
|
2022
Q2 | $14K | Hold |
74
| – | – | ﹤0.01% | 540 |
|
|
2022
Q1 | $14K | Hold |
74
| – | – | ﹤0.01% | 554 |
|
|
2021
Q4 | $12K | Hold |
74
| – | – | ﹤0.01% | 664 |
|
|
2021
Q3 | $12K | Hold |
74
| – | – | ﹤0.01% | 663 |
|
|
2021
Q2 | $10K | Hold |
74
| – | – | ﹤0.01% | 679 |
|
|
2021
Q1 | $11K | Hold |
74
| – | – | ﹤0.01% | 633 |
|
|
2020
Q4 | $8K | Buy |
74
+26
| +54% | +$2.81K | ﹤0.01% | 654 |
|
|
2020
Q3 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 717 |
|