Private Wealth Management 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 | $18.4K | Hold |
49
| – | – | 0.01% | 324 |
|
|
2025
Q1 | $16K | Hold |
49
| – | – | 0.01% | 351 |
|
|
2024
Q4 | $16K | Hold |
49
| – | – | 0.01% | 364 |
|
|
2024
Q3 | $11.4K | Sell |
49
-5
| -9% | -$1.16K | ﹤0.01% | 421 |
|
|
2024
Q2 | $15.1K | Buy |
54
+31
| +135% | +$8.66K | 0.01% | 345 |
|
|
2024
Q1 | $6.08K | Hold |
23
| – | – | ﹤0.01% | 561 |
|
|
2023
Q4 | $5.24K | Buy |
+23
| New | +$5.24K | ﹤0.01% | 616 |
|