Sequoia Financial Advisors’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 | $627K | Buy |
1,672
+341
| +26% | +$128K | ﹤0.01% | 889 |
|
|
2025
Q1 | $436K | Buy |
1,331
+88
| +7% | +$28.8K | ﹤0.01% | 900 |
|
|
2024
Q4 | $406K | Buy |
1,243
+298
| +32% | +$97.3K | ﹤0.01% | 883 |
|
|
2024
Q3 | $220K | Buy |
945
+88
| +10% | +$20.5K | ﹤0.01% | 1127 |
|
|
2024
Q2 | $239K | Buy |
857
+71
| +9% | +$19.8K | ﹤0.01% | 996 |
|
|
2024
Q1 | $208K | Buy |
+786
| New | +$208K | ﹤0.01% | 1042 |
|