Sheaff Brock Investment 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
Q1 | $2.36M | Sell |
7,200
-177
| -2% | -$57.9K | 0.22% | 90 |
|
|
2024
Q4 | $2.41M | Sell |
7,377
-1,257
| -15% | -$410K | 0.21% | 89 |
|
|
2024
Q3 | $2.01M | Buy |
8,634
+358
| +4% | +$83.3K | 0.18% | 110 |
|
|
2024
Q2 | $2.31M | Sell |
8,276
-533
| -6% | -$149K | 0.21% | 93 |
|
|
2024
Q1 | $2.33M | Buy |
8,809
+669
| +8% | +$177K | 0.15% | 103 |
|
|
2023
Q4 | $1.85M | Buy |
8,140
+238
| +3% | +$54.2K | 0.14% | 108 |
|
|
2023
Q3 | $1.88M | Sell |
7,902
-29
| -0.4% | -$6.89K | 0.17% | 100 |
|
|
2023
Q2 | $1.72M | Sell |
7,931
-18
| -0.2% | -$3.91K | 0.15% | 109 |
|
|
2023
Q1 | $1.61M | Sell |
7,949
-40
| -0.5% | -$8.1K | 0.15% | 113 |
|
|
2022
Q4 | $1.73M | Sell |
7,989
-70
| -0.9% | -$15.1K | 0.17% | 99 |
|
|
2022
Q3 | $1.76M | Sell |
8,059
-3,131
| -28% | -$684K | 0.19% | 93 |
|
|
2022
Q2 | $2.06M | Sell |
11,190
-71
| -0.6% | -$13.1K | 0.17% | 83 |
|
|
2022
Q1 | $2.06M | Buy |
11,261
+735
| +7% | +$134K | 0.14% | 97 |
|
|
2021
Q4 | $1.69M | Buy |
10,526
+450
| +4% | +$72K | 0.11% | 125 |
|
|
2021
Q3 | $1.58M | Buy |
10,076
+156
| +2% | +$24.5K | 0.12% | 121 |
|
|
2021
Q2 | $1.34M | Buy |
9,920
+415
| +4% | +$56K | 0.1% | 133 |
|
|
2021
Q1 | $1.35M | Sell |
9,505
-1,124
| -11% | -$160K | 0.11% | 120 |
|
|
2020
Q4 | $1.11M | Buy |
10,629
+39
| +0.4% | +$4.07K | 0.09% | 135 |
|
|
2020
Q3 | $812K | Sell |
10,590
-350
| -3% | -$26.8K | 0.07% | 153 |
|
|
2020
Q2 | $858K | Buy |
10,940
+161
| +1% | +$12.6K | 0.08% | 146 |
|
|
2020
Q1 | $587K | Sell |
10,779
-617
| -5% | -$33.6K | 0.08% | 166 |
|
|
2019
Q4 | $1.05M | Sell |
11,396
-294
| -3% | -$27.1K | 0.1% | 136 |
|
|
2019
Q3 | $957K | Sell |
11,690
-80
| -0.7% | -$6.55K | 0.1% | 143 |
|
|
2019
Q2 | $960K | Sell |
11,770
-523
| -4% | -$42.7K | 0.1% | 142 |
|
|
2019
Q1 | $856K | Buy |
+12,293
| New | +$856K | 0.1% | 159 |
|
|
2017
Q2 | – | Sell |
-7,640
| Closed | -$304K | – | 634 |
|
|
2017
Q1 | $304K | Sell |
7,640
-1,065
| -12% | -$42.4K | 0.04% | 388 |
|
|
2016
Q4 | $307K | Buy |
+8,705
| New | +$307K | 0.04% | 395 |
|