Sanchez Wealth Management Group’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 | $633K | Buy |
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|
2025
Q1 | $552K | Buy |
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|
2024
Q4 | $551K | Buy |
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|
2024
Q3 | $384K | Buy |
|
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|
2024
Q2 | $460K | Buy |
|
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|
2024
Q1 | $435K | Buy |
|
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|
2023
Q4 | $374K | Buy |
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|
2023
Q3 | $375K | Buy |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $319K | Buy |
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|
2022
Q4 | $340K | Buy |
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|
2022
Q3 | $343K | Buy |
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|
2022
Q2 | $277K | Buy |
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|
2022
Q1 | $274K | Buy |
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|
2021
Q4 | $240K | Buy |
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|
2021
Q3 | $234K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $202K | Buy |
|