Tidal Investments’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 | $832K | Sell |
2,219
-3,786
| -63% | -$1.42M | 0.01% | 1093 |
|
|
2025
Q1 | $1.96M | Buy |
6,005
+2,349
| +64% | +$768K | 0.02% | 689 |
|
|
2024
Q4 | $1.19M | Sell |
3,656
-4,006
| -52% | -$1.31M | 0.01% | 893 |
|
|
2024
Q3 | $1.78M | Buy |
7,662
+3,809
| +99% | +$886K | 0.02% | 698 |
|
|
2024
Q2 | $1.08M | Buy |
3,853
+2,309
| +150% | +$645K | 0.01% | 839 |
|
|
2024
Q1 | $408K | Buy |
1,544
+239
| +18% | +$63.1K | 0.01% | 1248 |
|
|
2023
Q4 | $297K | Buy |
1,305
+88
| +7% | +$20K | 0.01% | 1163 |
|
|
2023
Q3 | $289K | Buy |
1,217
+81
| +7% | +$19.3K | 0.01% | 1074 |
|
|
2023
Q2 | $247K | Sell |
1,136
-2,496
| -69% | -$543K | 0.01% | 1130 |
|
|
2023
Q1 | $735K | Buy |
3,632
+270
| +8% | +$54.6K | 0.02% | 609 |
|
|
2022
Q4 | $727K | Sell |
3,362
-3,032
| -47% | -$656K | 0.03% | 544 |
|
|
2022
Q3 | $1.4M | Buy |
+6,394
| New | +$1.4M | 0.06% | 291 |
|