Summit Securities Group’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 | – | Sell |
-80
| Closed | -$26.2K | – | 1125 |
|
|
2025
Q1 | $26.2K | Buy |
+80
| New | +$26.2K | ﹤0.01% | 308 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | – | – | 891 |
|
|
2022
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1024 |
|
|
2016
Q3 | – | Sell |
-17,106
| Closed | -$385K | – | 193 |
|
|
2016
Q2 | $385K | Buy |
+17,106
| New | +$385K | 0.21% | 116 |
|