Riverpoint Wealth Management Holdings’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 | $579K | Buy |
1,543
+1
| +0.1% | +$375 | 0.14% | 41 |
|
|
2025
Q1 | $505K | Buy |
1,542
+1
| +0.1% | +$327 | 0.13% | 42 |
|
|
2024
Q4 | $503K | Buy |
1,541
+2
| +0.1% | +$653 | 0.13% | 39 |
|
|
2024
Q3 | $358K | Buy |
1,539
+2
| +0.1% | +$465 | 0.09% | 44 |
|
|
2024
Q2 | $429K | Buy |
1,537
+1
| +0.1% | +$279 | 0.12% | 40 |
|
|
2024
Q1 | $406K | Buy |
1,536
+2
| +0.1% | +$528 | 0.11% | 41 |
|
|
2023
Q4 | $349K | Buy |
1,534
+2
| +0.1% | +$455 | 0.1% | 41 |
|
|
2023
Q3 | $364K | Hold |
1,532
| – | – | 0.12% | 37 |
|
|
2023
Q2 | $333K | Hold |
1,532
| – | – | 0.11% | 40 |
|
|
2023
Q1 | $310K | Hold |
1,532
| – | – | 0.11% | 40 |
|
|
2022
Q4 | $331K | Hold |
1,532
| – | – | 0.12% | 38 |
|
|
2022
Q3 | $335K | Hold |
1,532
| – | – | 0.14% | 36 |
|
|
2022
Q2 | $283K | Hold |
1,532
| – | – | 0.11% | 38 |
|
|
2022
Q1 | $280K | Hold |
1,532
| – | – | 0.1% | 40 |
|
|
2021
Q4 | $245K | Hold |
1,532
| – | – | 0.08% | 45 |
|
|
2021
Q3 | $240K | Buy |
+1,532
| New | +$240K | 0.08% | 57 |
|