Prossimo 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 | – | Sell |
-3,785
| Closed | -$1.24M | – | 136 |
|
|
2025
Q1 | $1.24M | Hold |
3,785
| – | – | 0.93% | 22 |
|
|
2024
Q4 | $1.24M | Buy |
3,785
+1,550
| +69% | +$506K | 0.89% | 25 |
|
|
2024
Q3 | $520K | Hold |
2,235
| – | – | 0.38% | 84 |
|
|
2024
Q2 | $624K | Hold |
2,235
| – | – | 0.56% | 60 |
|
|
2024
Q1 | $590K | Hold |
2,235
| – | – | 1.14% | 22 |
|
|
2023
Q4 | $509K | Buy |
+2,235
| New | +$509K | 1.08% | 33 |
|
|
2023
Q1 | – | Sell |
-3,600
| Closed | -$778K | – | 57 |
|
|
2022
Q4 | $778K | Buy |
+3,600
| New | +$778K | 1.8% | 17 |
|