SkyView Investment Advisors’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.02M	Buy	3,384 +99	+3%	+$33.2K	0.14%	102
2025 Q4	$1.17M	Sell	3,285 -9	-0.3%	-$3.18K	0.15%	90
2025 Q3	$1.1M	Buy	3,294 +37	+1%	+$13.4K	0.14%	107
2025 Q2	$1.19M	Buy	3,257 +80	+3%	+$28K	0.17%	90
2025 Q1	$1.04M	Buy	3,177 +109	+4%	+$38K	0.16%	107
2024 Q4	$1M	Sell	3,068 -1,767	-37%	-$523K	0.16%	102
2024 Q3	$1.13M	Buy	4,835 +131	+3%	+$29.5K	0.19%	77
2024 Q2	$1.31M	Buy	4,704 +38	+0.8%	+$10.3K	0.23%	67
2024 Q1	$1.23M	Buy	+4,666	New	+$1.18M	0.23%	74
2023 Q4	–	Sell	-4,227	Closed	-$1M	–	352
2023 Q3	$1M	Buy	4,227 +104	+3%	+$24.2K	0.41%	63
2023 Q2	$896K	Sell	4,123 -26	-0.6%	-$5.21K	0.22%	125
2023 Q1	$840K	Buy	4,149 +109	+3%	+$24.9K	0.2%	135
2022 Q4	$873K	Buy	4,040 +15	+0.4%	+$3.51K	0.26%	127
2022 Q3	$879K	Buy	4,025 +447	+12%	+$95.1K	0.26%	133
2022 Q2	$660K	Sell	3,578 -64	-2%	-$12.2K	0.17%	189
2022 Q1	$665K	Sell	3,642 -8,045	-69%	-$1.4M	0.16%	193
2021 Q4	$530K	Buy	11,687 +7,413	+173%	+$1.22M	0.12%	211
2021 Q3	$670K	Buy	4,274 +4,011	+1,525%	+$576K	0.19%	142
2021 Q2	$37K	Hold	263	–	–	0.02%	197
2021 Q1	$37K	Buy	263 +186	+242%	+$23.7K	0.02%	205
2020 Q4	$8K	Buy	+77	New	+$6.92K	﹤0.01%	222