Valley Wealth Managers’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 | $748K | Sell |
1,995
-269
| -12% | -$101K | 0.05% | 136 |
|
|
2025
Q1 | $741K | Sell |
2,264
-55
| -2% | -$18K | 0.06% | 135 |
|
|
2024
Q4 | $757K | Buy |
2,319
+334
| +17% | +$109K | 0.06% | 138 |
|
|
2024
Q3 | $462K | Buy |
1,985
+549
| +38% | +$128K | 0.03% | 163 |
|
|
2024
Q2 | $401K | Sell |
1,436
-126
| -8% | -$35.2K | 0.03% | 160 |
|
|
2024
Q1 | $413K | Buy |
1,562
+223
| +17% | +$58.9K | 0.03% | 155 |
|
|
2023
Q4 | $305K | Buy |
1,339
+19
| +1% | +$4.33K | 0.02% | 165 |
|
|
2023
Q3 | $314K | Buy |
1,320
+42
| +3% | +$9.98K | 0.03% | 157 |
|
|
2023
Q2 | $278K | Buy |
+1,278
| New | +$278K | 0.03% | 142 |
|