Raymond James Financial Services Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.7M | Buy |
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|
2024
Q2 | $3.01M | Buy |
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|
2024
Q1 | $2.63M | Buy |
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|
2023
Q4 | $2.1M | Buy |
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|
2023
Q3 | $1.31M | Buy |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $910K | Buy |
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|
2022
Q1 | $801K | Buy |
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|
2021
Q4 | $513K | Sell |
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|
2021
Q3 | $593K | Buy |
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|
2021
Q2 | $408K | Sell |
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|
2021
Q1 | $474K | Buy |
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|
2020
Q4 | $201K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $762K | Sell |
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|
2018
Q2 | $824K | Buy |
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