Tyler-Stone 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 | $344K | Buy |
918
+41
| +5% | +$15.4K | 0.06% | 243 |
|
|
2025
Q1 | $287K | Sell |
877
-199
| -18% | -$65.1K | 0.05% | 267 |
|
|
2024
Q4 | $351K | Buy |
1,076
+38
| +4% | +$12.4K | 0.06% | 234 |
|
|
2024
Q3 | $241K | Buy |
1,038
+520
| +100% | +$121K | 0.05% | 286 |
|
|
2024
Q2 | $145K | Hold |
518
| – | – | 0.06% | 234 |
|
|
2024
Q1 | $137K | Hold |
518
| – | – | 0.06% | 237 |
|
|
2023
Q4 | $118K | Sell |
518
-50
| -9% | -$11.4K | 0.06% | 244 |
|
|
2023
Q3 | $135K | Hold |
568
| – | – | 0.08% | 207 |
|
|
2023
Q2 | $124K | Buy |
+568
| New | +$124K | 0.07% | 223 |
|
|
2022
Q4 | $96K | Buy |
445
+27
| +6% | +$5.83K | 0.07% | 236 |
|
|
2022
Q3 | $91K | Buy |
418
+13
| +3% | +$2.83K | 0.07% | 231 |
|
|
2022
Q2 | $75K | Hold |
405
| – | – | 0.05% | 267 |
|
|
2022
Q1 | $74K | Buy |
405
+14
| +4% | +$2.56K | 0.04% | 291 |
|
|
2021
Q4 | $63K | Buy |
+391
| New | +$63K | 0.03% | 326 |
|