Sterling Group 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 | $2.24M | Sell |
5,967
-568
| -9% | -$213K | 1.24% | 13 |
|
|
2025
Q1 | $2.14M | Sell |
6,535
-30
| -0.5% | -$9.81K | 1.15% | 13 |
|
|
2024
Q4 | $2.14M | Sell |
6,565
-64
| -1% | -$20.9K | 1.11% | 14 |
|
|
2024
Q3 | $1.54M | Hold |
6,629
| – | – | 0.82% | 14 |
|
|
2024
Q2 | $1.85M | Buy |
+6,629
| New | +$1.85M | 1.06% | 14 |
|
|
2024
Q1 | – | Sell |
-6,734
| Closed | -$1.53M | – | 26 |
|
|
2023
Q4 | $1.53M | Sell |
6,734
-118
| -2% | -$26.9K | 1.19% | 13 |
|
|
2023
Q3 | $1.63M | Sell |
6,852
-140
| -2% | -$33.3K | 1.54% | 10 |
|
|
2023
Q2 | $1.52M | Buy |
6,992
+5
| +0.1% | +$1.09K | 1.32% | 12 |
|
|
2023
Q1 | $1.41M | Buy |
6,987
+79
| +1% | +$16K | 1.33% | 11 |
|
|
2022
Q4 | $1.49M | Buy |
+6,908
| New | +$1.49M | 1.47% | 11 |
|