Thrive Wealth Management’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 | $547K | Buy |
1,460
+56
| +4% | +$21K | 0.09% | 116 |
|
|
2025
Q1 | $459K | Buy |
1,404
+168
| +14% | +$55K | 0.09% | 118 |
|
|
2024
Q4 | $404K | Sell |
1,236
-30
| -2% | -$9.8K | 0.07% | 132 |
|
|
2024
Q3 | $295K | Sell |
1,266
-35
| -3% | -$8.14K | 0.05% | 169 |
|
|
2024
Q2 | $363K | Buy |
1,301
+141
| +12% | +$39.4K | 0.07% | 147 |
|
|
2024
Q1 | $306K | Buy |
1,160
+191
| +20% | +$50.5K | 0.06% | 155 |
|
|
2023
Q4 | $221K | Sell |
969
-127
| -12% | -$28.9K | 0.05% | 177 |
|
|
2023
Q3 | $260K | Buy |
1,096
+31
| +3% | +$7.37K | 0.07% | 139 |
|
|
2023
Q2 | $232K | Sell |
1,065
-33
| -3% | -$7.18K | 0.06% | 162 |
|
|
2023
Q1 | $222K | Buy |
1,098
+101
| +10% | +$20.4K | 0.06% | 156 |
|
|
2022
Q4 | $216K | Sell |
997
-344
| -26% | -$74.4K | 0.06% | 145 |
|
|
2022
Q3 | $293K | Buy |
+1,341
| New | +$293K | 0.1% | 118 |
|