United Community Bank’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
Q3 | $221K | Buy |
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|
2025
Q2 | $214K | Buy |
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|
2025
Q1 | $185K | Sell |
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|
2024
Q4 | $186K | Sell |
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|
2024
Q3 | $135K | Sell |
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|
2024
Q2 | $172K | Sell |
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|
2024
Q1 | $166K | Sell |
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|
2023
Q4 | $147K | Hold |
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|
2023
Q3 | $153K | Hold |
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|
2023
Q2 | $140K | Hold |
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|
2023
Q1 | $131K | Hold |
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|
2022
Q4 | $139K | Sell |
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|
2022
Q3 | $143K | Hold |
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|
2022
Q2 | $121K | Buy |
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