WealthCollab’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 | $18.7K | Hold |
50
| – | – | 0.01% | 346 |
|
|
2025
Q1 | $16.4K | Hold |
50
| – | – | 0.01% | 362 |
|
|
2024
Q4 | $16.3K | Hold |
50
| – | – | 0.01% | 350 |
|
|
2024
Q3 | $11.6K | Buy |
50
+26
| +108% | +$6.05K | 0.01% | 420 |
|
|
2024
Q2 | $6.7K | Hold |
24
| – | – | ﹤0.01% | 508 |
|
|
2024
Q1 | $6.34K | Hold |
24
| – | – | ﹤0.01% | 530 |
|
|
2023
Q4 | $5.46K | Buy |
+24
| New | +$5.46K | ﹤0.01% | 545 |
|