Realta Investment 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
Q2 | – | Sell |
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|
2024
Q1 | $401K | Sell |
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|
2023
Q4 | $365K | Sell |
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|
2023
Q3 | $366K | Hold |
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|
2023
Q2 | $366K | Sell |
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|
2023
Q1 | $349K | Sell |
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|
2022
Q4 | $509K | Sell |
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|
2022
Q3 | $698K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $12K | Sell |
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|
2019
Q3 | $113K | Buy |
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|
2019
Q2 | $11K | Buy |
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