Root Financial Partners’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 | $843K | Buy |
2,249
+49
| +2% | +$18.4K | 0.08% | 85 |
|
|
2025
Q1 | $720K | Buy |
2,200
+9
| +0.4% | +$2.94K | 0.08% | 87 |
|
|
2024
Q4 | $715K | Sell |
2,191
-14
| -0.6% | -$4.57K | 0.09% | 86 |
|
|
2024
Q3 | $513K | Sell |
2,205
-2
| -0.1% | -$465 | 0.08% | 89 |
|
|
2024
Q2 | $616K | Buy |
2,207
+2
| +0.1% | +$559 | 0.14% | 57 |
|
|
2024
Q1 | $583K | Buy |
2,205
+855
| +63% | +$226K | 0.17% | 50 |
|
|
2023
Q4 | $307K | Hold |
1,350
| – | – | 0.12% | 62 |
|
|
2023
Q3 | $321K | Buy |
1,350
+1
| +0.1% | +$238 | 0.17% | 53 |
|
|
2023
Q2 | $293K | Buy |
1,349
+3
| +0.2% | +$652 | 0.17% | 54 |
|
|
2023
Q1 | $272K | Buy |
+1,346
| New | +$272K | 0.19% | 54 |
|