Symphony Financial’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.48M | Hold |
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|
2024
Q2 | $2.97M | Buy |
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|
2024
Q1 | $2.84M | Hold |
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|
2023
Q4 | $2.51M | Sell |
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|
2023
Q3 | $2.75M | Buy |
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|
2023
Q2 | $2.34M | Hold |
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|
2023
Q1 | $2.14M | Hold |
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|
2022
Q4 | $2.29M | Buy |
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|
2022
Q3 | $2.3M | Hold |
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|
2022
Q2 | $1.98M | Hold |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.52M | Buy |
|