Steward Partners Investment Advisory’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $930K | Buy |
|
|||||
|
2025
Q2 | $846K | Sell |
|
|||||
|
2025
Q1 | $742K | Sell |
|
|||||
|
2024
Q4 | $785K | Sell |
|
|||||
|
2024
Q3 | $560K | Buy |
|
|||||
|
2024
Q2 | $465K | Buy |
|
|||||
|
2024
Q1 | $419K | Buy |
|
|||||
|
2023
Q4 | $210K | Buy |
|
|||||
|
2023
Q3 | $182K | Sell |
|
|||||
|
2023
Q2 | $178K | Buy |
|
|||||
|
2023
Q1 | $151K | Buy |
|
|||||
|
2022
Q4 | $139K | Buy |
|
|||||
|
2022
Q3 | $118K | Sell |
|
|||||
|
2022
Q2 | $121K | Sell |
|
|||||
|
2022
Q1 | $151K | Buy |
|
|||||
|
2021
Q4 | $46K | Buy |
|
|||||
|
2021
Q3 | $13K | Hold |
|
|||||
|
2021
Q2 | $11K | Hold |
|
|||||
|
2021
Q1 | $12.1K | Hold |
|
|||||
|
2020
Q4 | $9K | Hold |
|
|||||
|
2020
Q3 | $7K | Hold |
|
|||||
|
2020
Q2 | $7K | Hold |
|
|||||
|
2020
Q1 | $4K | Hold |
|
|||||
|
2019
Q4 | $7K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $1K | Hold |
|
|||||
|
2018
Q2 | $1K | Buy |
|