Stephens Inc’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 | $636K | Sell |
1,696
-562
| -25% | -$211K | 0.01% | 754 |
|
|
2025
Q1 | $739K | Buy |
2,258
+1,220
| +118% | +$399K | 0.01% | 687 |
|
|
2024
Q4 | $339K | Sell |
1,038
-16
| -2% | -$5.22K | ﹤0.01% | 969 |
|
|
2024
Q3 | $245K | Buy |
1,054
+52
| +5% | +$12.1K | ﹤0.01% | 1111 |
|
|
2024
Q2 | $280K | Buy |
1,002
+156
| +18% | +$43.6K | ﹤0.01% | 1036 |
|
|
2024
Q1 | $224K | Buy |
+846
| New | +$224K | ﹤0.01% | 1116 |
|