Vontobel Holding’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 | $316K | Sell |
843
-1,086
| -56% | -$407K | ﹤0.01% | 917 |
|
|
2025
Q1 | $631K | Sell |
1,929
-133
| -6% | -$43.5K | ﹤0.01% | 713 |
|
|
2024
Q4 | $673K | Hold |
2,062
| – | – | ﹤0.01% | 703 |
|
|
2024
Q3 | $480K | Hold |
2,062
| – | – | ﹤0.01% | 794 |
|
|
2024
Q2 | $576K | Sell |
2,062
-150
| -7% | -$41.9K | ﹤0.01% | 733 |
|
|
2024
Q1 | $584K | Buy |
2,212
+862
| +64% | +$228K | ﹤0.01% | 728 |
|
|
2023
Q4 | $307K | Hold |
1,350
| – | – | ﹤0.01% | 918 |
|
|
2023
Q3 | $321K | Hold |
1,350
| – | – | ﹤0.01% | 882 |
|
|
2023
Q2 | $294K | Sell |
1,350
-184
| -12% | -$40K | ﹤0.01% | 926 |
|
|
2023
Q1 | $310K | Hold |
1,534
| – | – | ﹤0.01% | 882 |
|
|
2022
Q4 | $327K | Buy |
1,534
+205
| +15% | +$43.7K | ﹤0.01% | 870 |
|
|
2022
Q3 | $290K | Buy |
+1,329
| New | +$290K | ﹤0.01% | 859 |
|