Riverview Trust Company’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 | – | Sell |
-113
| Closed | -$37K | – | 422 |
|
|
2025
Q1 | $37K | Sell |
113
-2
| -2% | -$654 | 0.04% | 268 |
|
|
2024
Q4 | $37.5K | Hold |
115
| – | – | 0.03% | 266 |
|
|
2024
Q3 | $26.8K | Buy |
115
+2
| +2% | +$465 | 0.02% | 356 |
|
|
2024
Q2 | $31.6K | Hold |
113
| – | – | 0.03% | 299 |
|
|
2024
Q1 | $29.9K | Buy |
+113
| New | +$29.9K | 0.02% | 340 |
|
|
2023
Q4 | – | Sell |
-113
| Closed | -$26.9K | – | 401 |
|
|
2023
Q3 | $26.9K | Hold |
113
| – | – | 0.02% | 323 |
|
|
2023
Q2 | $24.6K | Hold |
113
| – | – | 0.02% | 308 |
|
|
2023
Q1 | $22.9K | Hold |
113
| – | – | 0.02% | 319 |
|
|
2022
Q4 | $24K | Hold |
113
| – | – | 0.02% | 311 |
|
|
2022
Q3 | $25K | Hold |
113
| – | – | 0.02% | 319 |
|
|
2022
Q2 | $21K | Hold |
113
| – | – | 0.02% | 382 |
|
|
2022
Q1 | $21K | Buy |
+113
| New | +$21K | 0.02% | 477 |
|