Stratos Wealth Partners’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 | $795K | Buy |
2,120
+37
| +2% | +$13.9K | 0.01% | 772 |
|
|
2025
Q1 | $682K | Sell |
2,083
-164
| -7% | -$53.7K | 0.01% | 785 |
|
|
2024
Q4 | $734K | Sell |
2,247
-395
| -15% | -$129K | 0.01% | 798 |
|
|
2024
Q3 | $615K | Sell |
2,642
-176
| -6% | -$41K | 0.01% | 864 |
|
|
2024
Q2 | $787K | Buy |
2,818
+42
| +2% | +$11.7K | 0.01% | 734 |
|
|
2024
Q1 | $734K | Buy |
2,776
+77
| +3% | +$20.3K | 0.01% | 760 |
|
|
2023
Q4 | $615K | Sell |
2,699
-35
| -1% | -$7.97K | 0.01% | 795 |
|
|
2023
Q3 | $650K | Sell |
2,734
-69
| -2% | -$16.4K | 0.01% | 719 |
|
|
2023
Q2 | $610K | Buy |
2,803
+179
| +7% | +$38.9K | 0.01% | 697 |
|
|
2023
Q1 | $531K | Sell |
2,624
-116
| -4% | -$23.5K | 0.01% | 679 |
|
|
2022
Q4 | $592K | Hold |
2,740
| – | – | 0.02% | 667 |
|
|
2022
Q3 | $599K | Sell |
2,740
-4
| -0.1% | -$874 | 0.02% | 625 |
|
|
2022
Q2 | $506K | Buy |
2,744
+138
| +5% | +$25.4K | 0.01% | 727 |
|
|
2022
Q1 | $476K | Buy |
2,606
+393
| +18% | +$71.8K | 0.01% | 828 |
|
|
2021
Q4 | $354K | Sell |
2,213
-65
| -3% | -$10.4K | 0.01% | 941 |
|
|
2021
Q3 | $357K | Sell |
2,278
-326
| -13% | -$51.1K | 0.01% | 890 |
|
|
2021
Q2 | $352K | Sell |
2,604
-106
| -4% | -$14.3K | 0.01% | 907 |
|
|
2021
Q1 | $385K | Sell |
2,710
-194
| -7% | -$27.6K | 0.01% | 797 |
|
|
2020
Q4 | $303K | Buy |
+2,904
| New | +$303K | 0.01% | 847 |
|
|
2018
Q4 | – | Sell |
-1,464
| Closed | -$94K | – | 1772 |
|
|
2018
Q3 | $94K | Buy |
+1,464
| New | +$94K | ﹤0.01% | 1153 |
|
|
2018
Q2 | – | Sell |
-1,331
| Closed | -$81K | – | 1890 |
|
|
2018
Q1 | $81K | Buy |
1,331
+850
| +177% | +$51.7K | ﹤0.01% | 1315 |
|
|
2017
Q4 | $27K | Buy |
+481
| New | +$27K | ﹤0.01% | 1802 |
|