Venturi 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 | $635K | Sell |
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|
2025
Q1 | $687K | Buy |
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|
2024
Q4 | $683K | Buy |
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|
2024
Q3 | $482K | Sell |
|
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|
2024
Q2 | $12.6M | Buy |
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|
2024
Q1 | $11.8M | Buy |
|
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|
2023
Q4 | $9.65M | Buy |
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|
2023
Q3 | $10M | Buy |
|
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|
2023
Q2 | $8.84M | Buy |
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|
2023
Q1 | $8.02M | Buy |
|
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|
2022
Q4 | $8.5M | Sell |
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|
2022
Q3 | $11.7M | Sell |
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|
2022
Q2 | $10.8M | Sell |
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|
2022
Q1 | $11.2M | Sell |
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|
2021
Q4 | $10.9M | Sell |
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|
2021
Q3 | $10.7M | Sell |
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|
2021
Q2 | $9.66M | Sell |
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|
2021
Q1 | $10.3M | Sell |
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|
2020
Q4 | $9.34M | Sell |
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|
2020
Q3 | $7.05M | Buy |
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|
2020
Q2 | $6.96M | Buy |
|