Wealth Enhancement Advisory Services’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 | $3.46M | Buy |
9,009
+992
| +12% | +$381K | 0.01% | 1073 |
|
|
2025
Q1 | $2.62M | Buy |
8,017
+552
| +7% | +$181K | 0.01% | 1106 |
|
|
2024
Q4 | $2.44M | Sell |
7,465
-266
| -3% | -$86.9K | ﹤0.01% | 1072 |
|
|
2024
Q3 | $1.8M | Sell |
7,731
-977
| -11% | -$227K | ﹤0.01% | 1105 |
|
|
2024
Q2 | $2.43M | Buy |
8,708
+33
| +0.4% | +$9.22K | 0.01% | 911 |
|
|
2024
Q1 | $2.29M | Buy |
8,675
+313
| +4% | +$82.7K | 0.01% | 898 |
|
|
2023
Q4 | $1.9M | Buy |
8,362
+74
| +0.9% | +$16.8K | 0.01% | 919 |
|
|
2023
Q3 | $1.97M | Buy |
+8,288
| New | +$1.97M | 0.01% | 868 |
|