Sheets Smith Wealth Management’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 | $682K | Buy |
+1,820
| New | +$682K | 0.08% | 230 |
|
|
2019
Q3 | – | Sell |
-9,486
| Closed | -$774K | – | 308 |
|
|
2019
Q2 | $774K | Sell |
9,486
-129
| -1% | -$10.5K | 0.16% | 148 |
|
|
2019
Q1 | $670K | Buy |
+9,615
| New | +$670K | 0.15% | 163 |
|
|
2018
Q4 | – | Sell |
-7,572
| Closed | -$488K | – | 300 |
|
|
2018
Q3 | $488K | Buy |
7,572
+90
| +1% | +$5.8K | 0.1% | 220 |
|
|
2018
Q2 | $490K | Buy |
7,482
+190
| +3% | +$12.4K | 0.11% | 193 |
|
|
2018
Q1 | $445K | Buy |
+7,292
| New | +$445K | 0.11% | 201 |
|