Snowden Capital Advisors’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 | $802K | Sell |
2,140
-1,187
| -36% | -$445K | 0.02% | 587 |
|
|
2025
Q1 | $1.09M | Buy |
3,327
+1,405
| +73% | +$460K | 0.03% | 479 |
|
|
2024
Q4 | $628K | Buy |
1,922
+707
| +58% | +$231K | 0.02% | 674 |
|
|
2024
Q3 | $283K | Sell |
1,215
-28,133
| -96% | -$6.54M | 0.01% | 1022 |
|
|
2024
Q2 | $8.2M | Buy |
29,348
+9,362
| +47% | +$2.61M | 0.24% | 96 |
|
|
2024
Q1 | $5.28M | Buy |
19,986
+3,599
| +22% | +$951K | 0.16% | 165 |
|
|
2023
Q4 | $3.73M | Sell |
16,387
-3,024
| -16% | -$688K | 0.14% | 199 |
|
|
2023
Q3 | $4.61M | Sell |
19,411
-132
| -0.7% | -$31.4K | 0.2% | 147 |
|
|
2023
Q2 | $4.25M | Buy |
19,543
+784
| +4% | +$170K | 0.15% | 187 |
|
|
2023
Q1 | $3.8M | Buy |
18,759
+13,420
| +251% | +$2.72M | 0.15% | 183 |
|
|
2022
Q4 | $1.15M | Buy |
5,339
+3,076
| +136% | +$665K | 0.05% | 419 |
|
|
2022
Q3 | $494K | Sell |
2,263
-1,225
| -35% | -$267K | 0.02% | 656 |
|
|
2022
Q2 | $643K | Sell |
3,488
-906
| -21% | -$167K | 0.03% | 536 |
|
|
2022
Q1 | $802K | Buy |
4,394
+2,419
| +122% | +$442K | 0.03% | 493 |
|
|
2021
Q4 | $316K | Sell |
1,975
-2,780
| -58% | -$445K | 0.02% | 558 |
|
|
2021
Q3 | $745K | Sell |
4,755
-25,170
| -84% | -$3.95M | 0.04% | 434 |
|
|
2021
Q2 | $4.04M | Buy |
29,925
+2,113
| +8% | +$285K | 0.2% | 151 |
|
|
2021
Q1 | $3.95M | Buy |
+27,812
| New | +$3.95M | 0.23% | 134 |
|