T
Tidemark’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.5K | Buy |
84
+64
| +320% | +$24K | 0.01% | 298 |
|
|
2025
Q1 | $6.54K | Buy |
+20
| New | +$6.54K | ﹤0.01% | 484 |
|
|
2024
Q2 | – | Sell |
-471
| Closed | -$124K | – | 686 |
|
|
2024
Q1 | $124K | Hold |
471
| – | – | 0.07% | 149 |
|
|
2023
Q4 | $107K | Buy |
+471
| New | +$107K | 0.07% | 155 |
|