United Community Bank’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 | $214K | Buy |
570
+5
| +0.9% | +$1.88K | 0.07% | 184 |
|
|
2025
Q1 | $185K | Sell |
565
-5
| -0.9% | -$1.64K | 0.07% | 191 |
|
|
2024
Q4 | $186K | Sell |
570
-10
| -2% | -$3.27K | 0.07% | 184 |
|
|
2024
Q3 | $135K | Sell |
580
-35
| -6% | -$8.14K | 0.05% | 221 |
|
|
2024
Q2 | $172K | Sell |
615
-15
| -2% | -$4.19K | 0.07% | 200 |
|
|
2024
Q1 | $166K | Sell |
630
-15
| -2% | -$3.96K | 0.06% | 202 |
|
|
2023
Q4 | $147K | Hold |
645
| – | – | 0.06% | 210 |
|
|
2023
Q3 | $153K | Hold |
645
| – | – | 0.08% | 175 |
|
|
2023
Q2 | $140K | Hold |
645
| – | – | 0.12% | 109 |
|
|
2023
Q1 | $131K | Hold |
645
| – | – | 0.12% | 105 |
|
|
2022
Q4 | $139K | Sell |
645
-10
| -2% | -$2.16K | 0.13% | 100 |
|
|
2022
Q3 | $143K | Hold |
655
| – | – | 0.15% | 94 |
|
|
2022
Q2 | $121K | Buy |
+655
| New | +$121K | 0.13% | 99 |
|