Wealth Alliance’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
Q3 | $522K | Sell |
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|
2025
Q2 | $643K | Buy |
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|
2025
Q1 | $541K | Buy |
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|
2024
Q4 | $484K | Buy |
|
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|
2024
Q3 | $338K | Buy |
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|
2024
Q2 | $396K | Buy |
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|
2024
Q1 | $374K | Sell |
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|
2023
Q4 | $326K | Buy |
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|
2023
Q3 | $337K | Sell |
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|
2023
Q2 | $340K | Sell |
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|
2023
Q1 | $370K | Sell |
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|
2022
Q4 | $409K | Sell |
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|
2022
Q3 | $510K | Sell |
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|
2022
Q2 | $440K | Buy |
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|
2022
Q1 | $337K | Buy |
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|
2021
Q4 | $243K | Buy |
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|
2021
Q3 | $231K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $200K | Buy |
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