Ritholtz Wealth Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $930K | Buy |
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|
2025
Q1 | $810K | Buy |
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|
2024
Q4 | $808K | Sell |
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|
2024
Q3 | $588K | Sell |
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|
2024
Q2 | $826K | Sell |
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|
2024
Q1 | $802K | Sell |
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|
2023
Q4 | $746K | Sell |
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|
2023
Q3 | $911K | Buy |
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|
2023
Q2 | $783K | Sell |
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|
2023
Q1 | $765K | Buy |
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|
2022
Q4 | $719K | Sell |
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|
2022
Q3 | $957K | Buy |
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|
2022
Q2 | $528K | Sell |
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|
2022
Q1 | $641K | Buy |
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|
2021
Q4 | $522K | Buy |
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|
2021
Q3 | $470K | Buy |
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|
2021
Q2 | $307K | Buy |
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|
2021
Q1 | $206K | Buy |
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