Sowell Financial Services’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 | $1.04M | Sell |
2,777
-149
| -5% | -$55.9K | 0.04% | 397 |
|
|
2025
Q1 | $957K | Buy |
+2,926
| New | +$957K | 0.04% | 398 |
|
|
2021
Q1 | – | Sell |
-17
| Closed | -$2K | – | 3221 |
|
|
2020
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 2477 |
|
|
2020
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 2395 |
|
|
2020
Q2 | $1K | Sell |
17
-26
| -60% | -$1.53K | ﹤0.01% | 2333 |
|
|
2020
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 2082 |
|
|
2019
Q4 | $4K | Buy |
43
+13
| +43% | +$1.21K | ﹤0.01% | 1982 |
|
|
2019
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 2098 |
|