Schechter Investment Advisors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $706K | Sell |
2,159
-602
| -22% | -$197K | 0.06% | 291 |
|
|
2024
Q4 | $901K | Buy |
2,761
+1,655
| +150% | +$540K | 0.07% | 255 |
|
|
2024
Q3 | $257K | Sell |
1,106
-99
| -8% | -$23K | 0.02% | 525 |
|
|
2024
Q2 | $337K | Buy |
1,205
+167
| +16% | +$46.6K | 0.03% | 453 |
|
|
2024
Q1 | $274K | Buy |
+1,038
| New | +$274K | 0.02% | 514 |
|