Principal 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 | $774K | Buy |
2,065
+1,014
| +96% | +$380K | 0.01% | 689 |
|
|
2025
Q1 | $343K | Hold |
1,051
| – | – | 0.01% | 920 |
|
|
2024
Q4 | $343K | Buy |
1,051
+95
| +10% | +$31K | 0.01% | 915 |
|
|
2024
Q3 | $222K | Sell |
956
-1,644
| -63% | -$382K | 0.01% | 1058 |
|
|
2024
Q2 | $726K | Buy |
2,600
+60
| +2% | +$16.8K | 0.02% | 576 |
|
|
2024
Q1 | $671K | Buy |
2,540
+121
| +5% | +$32K | 0.02% | 562 |
|
|
2023
Q4 | $551K | Buy |
+2,419
| New | +$551K | 0.02% | 560 |
|