Toth Financial Advisory’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-129
| Closed | -$26.1K | – | 835 |
|
|
2023
Q1 | $26.1K | Sell |
129
-537
| -81% | -$109K | ﹤0.01% | 351 |
|
|
2022
Q4 | $144K | Hold |
666
| – | – | 0.02% | 207 |
|
|
2022
Q3 | $146K | Buy |
666
+6
| +0.9% | +$1.32K | 0.03% | 189 |
|
|
2022
Q2 | $122K | Hold |
660
| – | – | 0.02% | 199 |
|
|
2022
Q1 | $121K | Sell |
660
-4,725
| -88% | -$866K | 0.02% | 216 |
|
|
2021
Q4 | $862K | Buy |
5,385
+1,935
| +56% | +$310K | 0.12% | 135 |
|
|
2021
Q3 | $541K | Buy |
+3,450
| New | +$541K | 0.08% | 147 |
|