Sound Income Strategies’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 | $2.63K | Hold |
7
| – | – | ﹤0.01% | 1218 |
|
|
2025
Q1 | $2.29K | Hold |
7
| – | – | ﹤0.01% | 1208 |
|
|
2024
Q4 | $2.29K | Hold |
7
| – | – | ﹤0.01% | 1144 |
|
|
2024
Q3 | $1.63K | Hold |
7
| – | – | ﹤0.01% | 1168 |
|
|
2024
Q2 | $1.96K | Hold |
7
| – | – | ﹤0.01% | 1108 |
|
|
2024
Q1 | $1.85K | Hold |
7
| – | – | ﹤0.01% | 1077 |
|
|
2023
Q4 | $1.59K | Sell |
7
-10
| -59% | -$2.28K | ﹤0.01% | 1103 |
|
|
2023
Q3 | $4.04K | Hold |
17
| – | – | ﹤0.01% | 790 |
|
|
2023
Q2 | $3.7K | Hold |
17
| – | – | ﹤0.01% | 796 |
|
|
2023
Q1 | $3.44K | Buy |
17
+10
| +143% | +$2.02K | ﹤0.01% | 756 |
|
|
2022
Q4 | $1.51K | Hold |
7
| – | – | ﹤0.01% | 807 |
|
|
2022
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 717 |
|
|
2022
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 820 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 812 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 787 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 764 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 799 |
|
|
2021
Q1 | $995 | Hold |
7
| – | – | ﹤0.01% | 823 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 791 |
|
|
2020
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 752 |
|