Vident Advisory’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 | $903K | Sell |
2,409
-341
| -12% | -$128K | 0.01% | 785 |
|
|
2025
Q1 | $900K | Sell |
2,750
-776
| -22% | -$254K | 0.01% | 765 |
|
|
2024
Q4 | $1.15M | Buy |
3,526
+1,294
| +58% | +$423K | 0.02% | 591 |
|
|
2024
Q3 | $519K | Sell |
2,232
-749
| -25% | -$174K | 0.01% | 899 |
|
|
2024
Q2 | $833K | Sell |
2,981
-243
| -8% | -$67.9K | 0.02% | 666 |
|
|
2024
Q1 | $852K | Sell |
3,224
-10,766
| -77% | -$2.84M | 0.02% | 633 |
|
|
2023
Q4 | $3.18M | Buy |
13,990
+1,724
| +14% | +$392K | 0.08% | 270 |
|
|
2023
Q3 | $2.92M | Buy |
+12,266
| New | +$2.92M | 0.09% | 233 |
|