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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $911K | Buy |
3,030
+15
| +0.5% | +$5.03K | ﹤0.01% | 1209 |
|
|
2025
Q4 | $1.08M | Buy |
3,015
+221
| +8% | +$78.2K | 0.01% | 1038 |
|
|
2025
Q3 | $930K | Buy |
2,794
+539
| +24% | +$195K | 0.01% | 1082 |
|
|
2025
Q2 | $846K | Sell |
2,255
-12
| -0.5% | -$4.2K | 0.01% | 1059 |
|
|
2025
Q1 | $742K | Sell |
2,267
-137
| -6% | -$47.7K | 0.01% | 1035 |
|
|
2024
Q4 | $785K | Sell |
2,404
-4
| -0.2% | -$1.18K | 0.01% | 960 |
|
|
2024
Q3 | $560K | Buy |
2,408
+743
| +45% | +$167K | 0.01% | 1063 |
|
|
2024
Q2 | $465K | Buy |
1,665
+80
| +5% | +$21.7K | ﹤0.01% | 1090 |
|
|
2024
Q1 | $419K | Buy |
1,585
+663
| +72% | +$167K | ﹤0.01% | 1132 |
|
|
2023
Q4 | $210K | Buy |
922
+155
| +20% | +$34.8K | ﹤0.01% | 1359 |
|
|
2023
Q3 | $182K | Sell |
767
-49
| -6% | -$11.4K | ﹤0.01% | 1329 |
|
|
2023
Q2 | $178K | Buy |
816
+68
| +9% | +$13.6K | ﹤0.01% | 1343 |
|
|
2023
Q1 | $151K | Buy |
748
+106
| +17% | +$24.2K | ﹤0.01% | 1406 |
|
|
2022
Q4 | $139K | Buy |
642
+100
| +18% | +$23.4K | ﹤0.01% | 1413 |
|
|
2022
Q3 | $118K | Sell |
542
-116
| -18% | -$24.7K | ﹤0.01% | 1428 |
|
|
2022
Q2 | $121K | Sell |
658
-168
| -20% | -$31.9K | ﹤0.01% | 1421 |
|
|
2022
Q1 | $151K | Buy |
826
+541
| +190% | +$94.2K | ﹤0.01% | 1409 |
|
|
2021
Q4 | $46K | Buy |
285
+200
| +235% | +$33K | ﹤0.01% | 1964 |
|
|
2021
Q3 | $13K | Hold |
85
| – | – | ﹤0.01% | 2513 |
|
|
2021
Q2 | $11K | Hold |
85
| – | – | ﹤0.01% | 5868 |
|
|
2021
Q1 | $12.1K | Hold |
85
| – | – | ﹤0.01% | 2699 |
|
|
2020
Q4 | $9K | Hold |
85
| – | – | ﹤0.01% | 2351 |
|
|
2020
Q3 | $7K | Hold |
85
| – | – | ﹤0.01% | 2261 |
|
|
2020
Q2 | $7K | Hold |
85
| – | – | ﹤0.01% | 2167 |
|
|
2020
Q1 | $4K | Hold |
85
| – | – | ﹤0.01% | 2148 |
|
|
2019
Q4 | $7K | Buy |
+85
| New | +$7.29K | ﹤0.01% | 2148 |
|
|
2018
Q4 | – | Sell |
-20
| Closed | -$1K | – | 1554 |
|
|
2018
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2502 |
|
|
2018
Q2 | $1K | Buy |
+20
| New | +$1.31K | ﹤0.01% | 2358 |
|
Other funds holding LPLA
VPM
VCM
SC
