Rakuten 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 | $375 | Sell |
1
-2
| -67% | -$750 | ﹤0.01% | 736 |
|
|
2025
Q1 | $981 | Buy |
3
+2
| +200% | +$654 | ﹤0.01% | 667 |
|
|
2024
Q4 | $327 | Buy |
+1
| New | +$327 | ﹤0.01% | 690 |
|
|
2024
Q3 | – | Sell |
-5
| Closed | -$1.4K | – | 758 |
|
|
2024
Q2 | $1.4K | Buy |
+5
| New | +$1.4K | ﹤0.01% | 522 |
|