SignatureFD’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 | $540K | Sell |
1,441
-112
| -7% | -$42K | 0.01% | 534 |
|
|
2025
Q1 | $508K | Buy |
1,553
+201
| +15% | +$65.7K | 0.01% | 524 |
|
|
2024
Q4 | $441K | Buy |
1,352
+41
| +3% | +$13.4K | 0.01% | 567 |
|
|
2024
Q3 | $305K | Sell |
1,311
-171
| -12% | -$39.8K | 0.01% | 689 |
|
|
2024
Q2 | $414K | Buy |
1,482
+82
| +6% | +$22.9K | 0.01% | 559 |
|
|
2024
Q1 | $370K | Buy |
1,400
+23
| +2% | +$6.08K | 0.01% | 610 |
|
|
2023
Q4 | $313K | Sell |
1,377
-392
| -22% | -$89.2K | 0.01% | 633 |
|
|
2023
Q3 | $420K | Buy |
1,769
+529
| +43% | +$126K | 0.01% | 499 |
|
|
2023
Q2 | $270K | Sell |
1,240
-139
| -10% | -$30.2K | 0.01% | 647 |
|
|
2023
Q1 | $279K | Buy |
1,379
+321
| +30% | +$65K | 0.01% | 614 |
|
|
2022
Q4 | $229K | Buy |
1,058
+8
| +0.8% | +$1.73K | 0.01% | 655 |
|
|
2022
Q3 | $229K | Sell |
1,050
-76
| -7% | -$16.6K | 0.01% | 628 |
|
|
2022
Q2 | $208K | Buy |
1,126
+589
| +110% | +$109K | 0.01% | 688 |
|
|
2022
Q1 | $98K | Buy |
537
+68
| +14% | +$12.4K | ﹤0.01% | 1042 |
|
|
2021
Q4 | $75K | Sell |
469
-50
| -10% | -$8K | ﹤0.01% | 1152 |
|
|
2021
Q3 | $81K | Buy |
519
+164
| +46% | +$25.6K | ﹤0.01% | 1076 |
|
|
2021
Q2 | $48K | Hold |
355
| – | – | ﹤0.01% | 1286 |
|
|
2021
Q1 | $50K | Sell |
355
-50
| -12% | -$7.04K | ﹤0.01% | 1170 |
|
|
2020
Q4 | $42K | Buy |
405
+13
| +3% | +$1.35K | ﹤0.01% | 1153 |
|
|
2020
Q3 | $30K | Hold |
392
| – | – | ﹤0.01% | 1202 |
|
|
2020
Q2 | $31K | Buy |
392
+208
| +113% | +$16.4K | ﹤0.01% | 1139 |
|
|
2020
Q1 | $10K | Buy |
184
+100
| +119% | +$5.44K | ﹤0.01% | 1474 |
|
|
2019
Q4 | $8K | Hold |
84
| – | – | ﹤0.01% | 1520 |
|
|
2019
Q3 | $7K | Hold |
84
| – | – | ﹤0.01% | 1528 |
|
|
2019
Q2 | $7K | Hold |
84
| – | – | ﹤0.01% | 1499 |
|
|
2019
Q1 | $6K | Sell |
84
-7
| -8% | -$500 | ﹤0.01% | 1542 |
|
|
2018
Q4 | $6K | Buy |
91
+24
| +36% | +$1.58K | ﹤0.01% | 1493 |
|
|
2018
Q3 | $4K | Hold |
67
| – | – | ﹤0.01% | 1584 |
|
|
2018
Q2 | $4K | Sell |
67
-9
| -12% | -$537 | ﹤0.01% | 1594 |
|
|
2018
Q1 | $5K | Buy |
+76
| New | +$5K | ﹤0.01% | 1399 |
|
|
2016
Q4 | – | Sell |
-816
| Closed | -$24K | – | 792 |
|
|
2016
Q3 | $24K | Buy |
+816
| New | +$24K | ﹤0.01% | 753 |
|
|
2015
Q4 | – | Sell |
-18
| Closed | -$1K | – | 1331 |
|
|
2015
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1137 |
|
|
2015
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 968 |
|
|
2015
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 880 |
|
|
2014
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 800 |
|
|
2014
Q3 | $1K | Sell |
18
-21
| -54% | -$1.17K | ﹤0.01% | 637 |
|
|
2014
Q2 | $2K | Buy |
39
+21
| +117% | +$1.08K | ﹤0.01% | 704 |
|
|
2014
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 701 |
|
|
2013
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 653 |
|
|
2013
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 598 |
|
|
2013
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 518 |
|