Raymond James Financial Services Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.7M | Buy |
11,599
+830
| +8% | +$193K | ﹤0.01% | 1562 |
|
|
2024
Q2 | $3.01M | Buy |
10,769
+798
| +8% | +$223K | ﹤0.01% | 1435 |
|
|
2024
Q1 | $2.63M | Buy |
9,971
+752
| +8% | +$199K | ﹤0.01% | 1494 |
|
|
2023
Q4 | $2.1M | Buy |
9,219
+3,691
| +67% | +$840K | ﹤0.01% | 1542 |
|
|
2023
Q3 | $1.31M | Buy |
5,528
+341
| +7% | +$81K | ﹤0.01% | 1759 |
|
|
2023
Q2 | $1.13M | Sell |
5,187
-165
| -3% | -$35.9K | ﹤0.01% | 1851 |
|
|
2023
Q1 | $1.08M | Buy |
5,352
+154
| +3% | +$31.2K | ﹤0.01% | 1855 |
|
|
2022
Q4 | $1.12M | Sell |
5,198
-261
| -5% | -$56.4K | ﹤0.01% | 1763 |
|
|
2022
Q3 | $1.19M | Buy |
5,459
+524
| +11% | +$115K | ﹤0.01% | 1718 |
|
|
2022
Q2 | $910K | Buy |
4,935
+552
| +13% | +$102K | ﹤0.01% | 1893 |
|
|
2022
Q1 | $801K | Buy |
4,383
+1,181
| +37% | +$216K | ﹤0.01% | 2094 |
|
|
2021
Q4 | $513K | Sell |
3,202
-580
| -15% | -$92.9K | ﹤0.01% | 2358 |
|
|
2021
Q3 | $593K | Buy |
3,782
+760
| +25% | +$119K | ﹤0.01% | 2266 |
|
|
2021
Q2 | $408K | Sell |
3,022
-311
| -9% | -$42K | ﹤0.01% | 2510 |
|
|
2021
Q1 | $474K | Buy |
3,333
+1,406
| +73% | +$200K | ﹤0.01% | 2322 |
|
|
2020
Q4 | $201K | Buy |
+1,927
| New | +$201K | ﹤0.01% | 2708 |
|
|
2018
Q4 | – | Sell |
-11,805
| Closed | -$762K | – | 2673 |
|
|
2018
Q3 | $762K | Sell |
11,805
-766
| -6% | -$49.4K | ﹤0.01% | 1640 |
|
|
2018
Q2 | $824K | Buy |
+12,571
| New | +$824K | ﹤0.01% | 1546 |
|