PSI 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 |
-50
| Closed | -$16.4K | – | 429 |
|
|
2025
Q1 | $16.4K | Hold |
50
| – | – | 0.01% | 391 |
|
|
2024
Q4 | $16.3K | Hold |
50
| – | – | ﹤0.01% | 452 |
|
|
2024
Q3 | $11.6K | Hold |
50
| – | – | ﹤0.01% | 515 |
|
|
2024
Q2 | $14K | Hold |
50
| – | – | ﹤0.01% | 463 |
|
|
2024
Q1 | $13.2K | Hold |
50
| – | – | ﹤0.01% | 446 |
|
|
2023
Q4 | $11.4K | Hold |
50
| – | – | ﹤0.01% | 491 |
|
|
2023
Q3 | $11.9K | Hold |
50
| – | – | 0.01% | 469 |
|
|
2023
Q2 | $10.9K | Hold |
50
| – | – | ﹤0.01% | 472 |
|
|
2023
Q1 | $10.1K | Buy |
+50
| New | +$10.1K | ﹤0.01% | 430 |
|