United Capital 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 | $1.78M | Buy |
4,748
+3,521
| +287% | +$1.32M | 0.01% | 462 |
|
|
2025
Q1 | $401K | Buy |
1,227
+24
| +2% | +$7.85K | ﹤0.01% | 802 |
|
|
2024
Q4 | $393K | Buy |
1,203
+31
| +3% | +$10.1K | ﹤0.01% | 792 |
|
|
2024
Q3 | $273K | Sell |
1,172
-562
| -32% | -$131K | ﹤0.01% | 911 |
|
|
2024
Q2 | $484K | Sell |
1,734
-128
| -7% | -$35.8K | ﹤0.01% | 712 |
|
|
2024
Q1 | $492K | Sell |
1,862
-216
| -10% | -$57.1K | ﹤0.01% | 733 |
|
|
2023
Q4 | $473K | Buy |
+2,078
| New | +$473K | ﹤0.01% | 739 |
|
|
2020
Q2 | – | Sell |
-54,641
| Closed | -$2.97M | – | 1218 |
|
|
2020
Q1 | $2.97M | Sell |
54,641
-38,650
| -41% | -$2.1M | 0.02% | 420 |
|
|
2019
Q4 | $8.61M | Buy |
+93,291
| New | +$8.61M | 0.06% | 326 |
|
|
2019
Q3 | – | Sell |
-7,760
| Closed | -$633K | – | 1393 |
|
|
2019
Q2 | $633K | Sell |
7,760
-680
| -8% | -$55.5K | ﹤0.01% | 953 |
|
|
2019
Q1 | $588K | Buy |
+8,440
| New | +$588K | ﹤0.01% | 922 |
|