Wealthfront Advisers’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 | $1.7M | Buy |
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|
2025
Q2 | $1.08M | Buy |
|
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|
2025
Q1 | $883K | Buy |
|
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|
2024
Q4 | $865K | Buy |
|
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|
2024
Q3 | $603K | Sell |
|
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|
2024
Q2 | $1.25M | Buy |
|
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|
2024
Q1 | $410K | Buy |
|
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|
2023
Q4 | $310K | Sell |
|
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|
2023
Q3 | $401K | Buy |
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|
2023
Q2 | $327K | Sell |
|
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|
2023
Q1 | $2.1M | Buy |
|
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|
2022
Q4 | $1.67M | Buy |
|