SIA
SkyView Investment Advisors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
3,257
+80
| +3% | +$29.2K | 0.17% | 90 |
|
|
2025
Q1 | $1.04M | Buy |
3,177
+109
| +4% | +$35.6K | 0.16% | 107 |
|
|
2024
Q4 | $1M | Sell |
3,068
-1,767
| -37% | -$577K | 0.16% | 102 |
|
|
2024
Q3 | $1.13M | Buy |
4,835
+131
| +3% | +$30.5K | 0.19% | 77 |
|
|
2024
Q2 | $1.31M | Buy |
4,704
+38
| +0.8% | +$10.6K | 0.23% | 67 |
|
|
2024
Q1 | $1.23M | Buy |
+4,666
| New | +$1.23M | 0.23% | 74 |
|
|
2023
Q4 | – | Sell |
-4,227
| Closed | -$1.01M | – | 352 |
|
|
2023
Q3 | $1.01M | Buy |
4,227
+104
| +3% | +$24.7K | 0.41% | 63 |
|
|
2023
Q2 | $896K | Sell |
4,123
-26
| -0.6% | -$5.65K | 0.22% | 125 |
|
|
2023
Q1 | $840K | Buy |
4,149
+109
| +3% | +$22.1K | 0.2% | 135 |
|
|
2022
Q4 | $873K | Buy |
4,040
+15
| +0.4% | +$3.24K | 0.26% | 127 |
|
|
2022
Q3 | $879K | Buy |
4,025
+447
| +12% | +$97.6K | 0.26% | 133 |
|
|
2022
Q2 | $660K | Sell |
3,578
-64
| -2% | -$11.8K | 0.17% | 189 |
|
|
2022
Q1 | $665K | Sell |
3,642
-8,045
| -69% | -$1.47M | 0.16% | 193 |
|
|
2021
Q4 | $530K | Buy |
11,687
+7,413
| +173% | +$336K | 0.12% | 211 |
|
|
2021
Q3 | $670K | Buy |
4,274
+4,011
| +1,525% | +$629K | 0.19% | 142 |
|
|
2021
Q2 | $37K | Hold |
263
| – | – | 0.02% | 197 |
|
|
2021
Q1 | $37K | Buy |
263
+186
| +242% | +$26.2K | 0.02% | 205 |
|
|
2020
Q4 | $8K | Buy |
+77
| New | +$8K | ﹤0.01% | 222 |
|