SJS Investment Consulting’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Sell |
8
-5
| -38% | -$1.88K | ﹤0.01% | 469 |
|
|
2025
Q1 | $4.25K | Hold |
13
| – | – | ﹤0.01% | 496 |
|
|
2024
Q4 | $4.25K | Sell |
13
-8
| -38% | -$2.61K | ﹤0.01% | 465 |
|
|
2024
Q3 | $4.89K | Sell |
21
-1
| -5% | -$233 | ﹤0.01% | 489 |
|
|
2024
Q2 | $6.15K | Hold |
22
| – | – | ﹤0.01% | 406 |
|
|
2024
Q1 | $5.81K | Hold |
22
| – | – | ﹤0.01% | 439 |
|
|
2023
Q4 | $5.01K | Sell |
22
-2
| -8% | -$455 | ﹤0.01% | 388 |
|
|
2023
Q3 | $5.71K | Buy |
24
+3
| +14% | +$713 | ﹤0.01% | 353 |
|
|
2023
Q2 | $4.57K | Buy |
21
+8
| +62% | +$1.74K | ﹤0.01% | 375 |
|
|
2023
Q1 | $2.63K | Sell |
13
-8
| -38% | -$1.62K | ﹤0.01% | 520 |
|
|
2022
Q4 | $4.54K | Buy |
21
+8
| +62% | +$1.73K | ﹤0.01% | 377 |
|
|
2022
Q3 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 395 |
|
|
2022
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 592 |
|