Sachetta’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 | $6K | Buy |
16
+4
| +33% | +$1.5K | ﹤0.01% | 544 |
|
|
2025
Q1 | $3.93K | Hold |
12
| – | – | ﹤0.01% | 618 |
|
|
2024
Q4 | $3.92K | Hold |
12
| – | – | ﹤0.01% | 647 |
|
|
2024
Q3 | $2.79K | Buy |
12
+4
| +50% | +$931 | ﹤0.01% | 794 |
|
|
2024
Q2 | $1.77K | Buy |
8
+5
| +167% | +$1.11K | ﹤0.01% | 876 |
|
|
2024
Q1 | $683 | Hold |
3
| – | – | ﹤0.01% | 1008 |
|
|
2023
Q4 | $683 | Buy |
+3
| New | +$683 | ﹤0.01% | 1008 |
|