Rehmann Capital Advisory Group’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 | $224K | Buy |
+598
| New | +$224K | 0.01% | 546 |
|
|
2019
Q3 | $82.6K | Buy |
1,008
+44
| +5% | +$3.6K | 0.01% | 497 |
|
|
2019
Q2 | $78.6K | Sell |
964
-8
| -0.8% | -$653 | 0.01% | 691 |
|
|
2019
Q1 | $67.7K | Sell |
972
-69
| -7% | -$4.81K | 0.01% | 713 |
|
|
2018
Q4 | $63.6K | Hold |
1,041
| – | – | 0.01% | 514 |
|
|
2018
Q3 | $67.2K | Sell |
1,041
-53
| -5% | -$3.42K | 0.01% | 703 |
|
|
2018
Q2 | $71.7K | Sell |
1,094
-3
| -0.3% | -$197 | 0.01% | 664 |
|
|
2018
Q1 | $67K | Buy |
+1,097
| New | +$67K | 0.01% | 664 |
|