Realta Investment 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
Q2 | – | Sell |
-1,517
| Closed | -$401K | – | 810 |
|
|
2024
Q1 | $401K | Sell |
1,517
-87
| -5% | -$23K | 0.08% | 265 |
|
|
2023
Q4 | $365K | Sell |
1,604
-80
| -5% | -$18.2K | 0.08% | 273 |
|
|
2023
Q3 | $366K | Hold |
1,684
| – | – | 0.08% | 256 |
|
|
2023
Q2 | $366K | Sell |
1,684
-42
| -2% | -$9.13K | 0.08% | 263 |
|
|
2023
Q1 | $349K | Sell |
1,726
-630
| -27% | -$128K | 0.08% | 265 |
|
|
2022
Q4 | $509K | Sell |
2,356
-841
| -26% | -$182K | 0.12% | 203 |
|
|
2022
Q3 | $698K | Buy |
+3,197
| New | +$698K | 0.18% | 140 |
|
|
2020
Q1 | – | Sell |
-133
| Closed | -$12K | – | 925 |
|
|
2019
Q4 | $12K | Sell |
133
-1,251
| -90% | -$113K | ﹤0.01% | 1085 |
|
|
2019
Q3 | $113K | Buy |
1,384
+1,251
| +941% | +$102K | 0.03% | 470 |
|
|
2019
Q2 | $11K | Buy |
+133
| New | +$11K | ﹤0.01% | 1107 |
|