SJS Investment Consulting’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $26.9K | Buy |
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|
2025
Q2 | $3K | Sell |
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|
2025
Q1 | $4.25K | Hold |
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|
2024
Q4 | $4.25K | Sell |
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|
2024
Q3 | $4.89K | Sell |
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|
2024
Q2 | $6.15K | Hold |
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|
2024
Q1 | $5.81K | Hold |
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|
2023
Q4 | $5.01K | Sell |
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|
2023
Q3 | $5.71K | Buy |
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|
2023
Q2 | $4.57K | Buy |
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|
2023
Q1 | $2.63K | Sell |
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|
2022
Q4 | $4.54K | Buy |
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|
2022
Q3 | $3K | Buy |
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|
2022
Q1 | $1K | Buy |
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