Portside Wealth Group’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 | $355K | Sell |
946
-165
| -15% | -$61.9K | 0.05% | 305 |
|
|
2025
Q1 | $363K | Buy |
1,111
+68
| +7% | +$22.2K | 0.06% | 283 |
|
|
2024
Q4 | $341K | Buy |
1,043
+110
| +12% | +$35.9K | 0.06% | 294 |
|
|
2024
Q3 | $217K | Buy |
933
+111
| +14% | +$25.8K | 0.04% | 363 |
|
|
2024
Q2 | $230K | Buy |
+822
| New | +$230K | 0.04% | 317 |
|