Stratos Wealth Partners’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 | $697K | Sell |
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|
2025
Q2 | $795K | Buy |
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|
2025
Q1 | $682K | Sell |
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|
2024
Q4 | $734K | Sell |
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|
2024
Q3 | $615K | Sell |
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|
2024
Q2 | $787K | Buy |
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|
2024
Q1 | $734K | Buy |
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|
2023
Q4 | $615K | Sell |
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|
2023
Q3 | $650K | Sell |
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|
2023
Q2 | $610K | Buy |
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|
2023
Q1 | $531K | Sell |
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|
2022
Q4 | $592K | Hold |
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|
2022
Q3 | $599K | Sell |
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|
2022
Q2 | $506K | Buy |
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|
2022
Q1 | $476K | Buy |
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|
2021
Q4 | $354K | Sell |
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|
2021
Q3 | $357K | Sell |
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|
2021
Q2 | $352K | Sell |
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|
2021
Q1 | $385K | Sell |
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|
2020
Q4 | $303K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $94K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $81K | Buy |
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|
2017
Q4 | $27K | Buy |
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