Tyler-Stone Wealth Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Buy |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $351K | Buy |
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|
2024
Q3 | $241K | Buy |
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|
2024
Q2 | $145K | Hold |
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|
2024
Q1 | $137K | Hold |
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|
2023
Q4 | $118K | Sell |
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|
2023
Q3 | $135K | Hold |
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|
2023
Q2 | $124K | Buy |
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|
2022
Q4 | $96K | Buy |
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|
2022
Q3 | $91K | Buy |
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|
2022
Q2 | $75K | Hold |
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|
2022
Q1 | $74K | Buy |
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|
2021
Q4 | $63K | Buy |
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