Spire Wealth 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 | $752K | Buy |
2,005
+1,831
| +1,052% | +$687K | 0.03% | 421 |
|
|
2025
Q1 | $57K | Buy |
174
+28
| +19% | +$9.17K | ﹤0.01% | 1232 |
|
|
2024
Q4 | $47.7K | Buy |
146
+20
| +16% | +$6.53K | ﹤0.01% | 1307 |
|
|
2024
Q3 | $29.2K | Sell |
126
-33
| -21% | -$7.66K | ﹤0.01% | 1318 |
|
|
2024
Q2 | $44.5K | Buy |
159
+16
| +11% | +$4.47K | ﹤0.01% | 1163 |
|
|
2024
Q1 | $37.7K | Buy |
143
+21
| +17% | +$5.53K | ﹤0.01% | 1306 |
|
|
2023
Q4 | $29.2K | Buy |
122
+40
| +49% | +$9.58K | ﹤0.01% | 1392 |
|
|
2023
Q3 | $19.5K | Hold |
82
| – | – | ﹤0.01% | 1511 |
|
|
2023
Q2 | $17.8K | Hold |
82
| – | – | ﹤0.01% | 1634 |
|
|
2023
Q1 | $16.6K | Buy |
82
+38
| +86% | +$7.69K | ﹤0.01% | 1685 |
|
|
2022
Q4 | $10K | Sell |
44
-24
| -35% | -$5.46K | ﹤0.01% | 1610 |
|
|
2022
Q3 | $15K | Sell |
68
-59
| -46% | -$13K | ﹤0.01% | 1441 |
|
|
2022
Q2 | $23K | Hold |
127
| – | – | ﹤0.01% | 1615 |
|
|
2022
Q1 | $23K | Sell |
127
-252
| -66% | -$45.6K | ﹤0.01% | 1754 |
|
|
2021
Q4 | $61K | Buy |
379
+220
| +138% | +$35.4K | ﹤0.01% | 1619 |
|
|
2021
Q3 | $25K | Buy |
159
+33
| +26% | +$5.19K | ﹤0.01% | 1764 |
|
|
2021
Q2 | $17K | Sell |
126
-28
| -18% | -$3.78K | ﹤0.01% | 1942 |
|
|
2021
Q1 | $22K | Buy |
+154
| New | +$22K | ﹤0.01% | 2107 |
|