SWM
SFG Wealth Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Sell |
1,186
-52
| -4% | -$19.5K | 0.27% | 50 |
|
|
2025
Q1 | $405K | Sell |
1,238
-115
| -8% | -$37.6K | 0.2% | 85 |
|
|
2024
Q4 | $442K | Buy |
1,353
+14
| +1% | +$4.57K | 0.23% | 61 |
|
|
2024
Q3 | $312K | Hold |
1,339
| – | – | 0.17% | 71 |
|
|
2024
Q2 | $374K | Buy |
1,339
+1
| +0.1% | +$279 | 0.21% | 68 |
|
|
2024
Q1 | $354K | Hold |
1,338
| – | – | 0.21% | 69 |
|
|
2023
Q4 | $305K | Buy |
1,338
+26
| +2% | +$5.92K | 0.2% | 71 |
|
|
2023
Q3 | $312K | Hold |
1,312
| – | – | 0.25% | 69 |
|
|
2023
Q2 | $285K | Buy |
+1,312
| New | +$285K | 0.24% | 74 |
|