Wealth Alliance’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 | $643K | Buy |
1,716
+61
| +4% | +$22.9K | 0.07% | 244 |
|
|
2025
Q1 | $541K | Buy |
1,655
+172
| +12% | +$56.3K | 0.07% | 258 |
|
|
2024
Q4 | $484K | Buy |
1,483
+30
| +2% | +$9.8K | 0.06% | 266 |
|
|
2024
Q3 | $338K | Buy |
1,453
+34
| +2% | +$7.91K | 0.04% | 372 |
|
|
2024
Q2 | $396K | Buy |
1,419
+2
| +0.1% | +$559 | 0.05% | 308 |
|
|
2024
Q1 | $374K | Sell |
1,417
-17
| -1% | -$4.49K | 0.05% | 340 |
|
|
2023
Q4 | $326K | Buy |
1,434
+14
| +1% | +$3.19K | 0.05% | 356 |
|
|
2023
Q3 | $337K | Sell |
1,420
-144
| -9% | -$34.2K | 0.05% | 323 |
|
|
2023
Q2 | $340K | Sell |
1,564
-264
| -14% | -$57.4K | 0.05% | 337 |
|
|
2023
Q1 | $370K | Sell |
1,828
-66
| -3% | -$13.4K | 0.06% | 304 |
|
|
2022
Q4 | $409K | Sell |
1,894
-442
| -19% | -$95.6K | 0.07% | 268 |
|
|
2022
Q3 | $510K | Sell |
2,336
-48
| -2% | -$10.5K | 0.1% | 210 |
|
|
2022
Q2 | $440K | Buy |
2,384
+538
| +29% | +$99.3K | 0.08% | 235 |
|
|
2022
Q1 | $337K | Buy |
1,846
+326
| +21% | +$59.5K | 0.07% | 304 |
|
|
2021
Q4 | $243K | Buy |
1,520
+45
| +3% | +$7.19K | 0.05% | 375 |
|
|
2021
Q3 | $231K | Buy |
+1,475
| New | +$231K | 0.05% | 375 |
|
|
2021
Q2 | – | Sell |
-1,408
| Closed | -$200K | – | 426 |
|
|
2021
Q1 | $200K | Buy |
+1,408
| New | +$200K | 0.06% | 373 |
|