Smartleaf Asset Management’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 | $51.8K | Sell |
142
-199
| -58% | -$72.6K | ﹤0.01% | 1150 |
|
|
2025
Q1 | $115K | Sell |
341
-45
| -12% | -$15.2K | 0.01% | 774 |
|
|
2024
Q4 | $126K | Buy |
386
+26
| +7% | +$8.5K | 0.01% | 733 |
|
|
2024
Q3 | $83.1K | Buy |
360
+135
| +60% | +$31.2K | 0.01% | 765 |
|
|
2024
Q2 | $62.2K | Buy |
225
+144
| +178% | +$39.8K | 0.01% | 689 |
|
|
2024
Q1 | $21.3K | Buy |
81
+68
| +523% | +$17.9K | ﹤0.01% | 845 |
|
|
2023
Q4 | $2.97K | Buy |
+13
| New | +$2.97K | ﹤0.01% | 920 |
|