Transamerica Financial Advisors’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 | $247 | Hold |
1
| – | – | ﹤0.01% | 476 |
|
|
2025
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 510 |
|
|
2024
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 501 |
|
|
2024
Q3 | $1K | Sell |
1
-554
| -100% | -$554K | ﹤0.01% | 507 |
|
|
2024
Q2 | $155K | Hold |
555
| – | – | 0.02% | 206 |
|
|
2024
Q1 | $147K | Sell |
555
-2,205
| -80% | -$584K | 0.02% | 232 |
|
|
2023
Q4 | $629K | Sell |
2,760
-198
| -7% | -$45.1K | 0.09% | 154 |
|
|
2023
Q3 | $703K | Sell |
2,958
-244
| -8% | -$58K | 0.1% | 146 |
|
|
2023
Q2 | $697K | Buy |
3,202
+533
| +20% | +$116K | 0.09% | 157 |
|
|
2023
Q1 | $541K | Buy |
+2,669
| New | +$541K | 0.07% | 171 |
|