Wealthfront Advisers’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 | $1.08M | Buy |
2,880
+181
| +7% | +$67.9K | ﹤0.01% | 666 |
|
|
2025
Q1 | $883K | Buy |
2,699
+51
| +2% | +$16.7K | ﹤0.01% | 682 |
|
|
2024
Q4 | $865K | Buy |
2,648
+56
| +2% | +$18.3K | ﹤0.01% | 691 |
|
|
2024
Q3 | $603K | Sell |
2,592
-1,893
| -42% | -$440K | ﹤0.01% | 738 |
|
|
2024
Q2 | $1.25M | Buy |
4,485
+2,933
| +189% | +$819K | ﹤0.01% | 579 |
|
|
2024
Q1 | $410K | Buy |
1,552
+189
| +14% | +$49.9K | ﹤0.01% | 759 |
|
|
2023
Q4 | $310K | Sell |
1,363
-325
| -19% | -$74K | ﹤0.01% | 784 |
|
|
2023
Q3 | $401K | Buy |
1,688
+182
| +12% | +$43.3K | ﹤0.01% | 726 |
|
|
2023
Q2 | $327K | Sell |
1,506
-8,885
| -86% | -$1.93M | ﹤0.01% | 749 |
|
|
2023
Q1 | $2.1M | Buy |
10,391
+2,648
| +34% | +$536K | 0.01% | 404 |
|
|
2022
Q4 | $1.67M | Buy |
+7,743
| New | +$1.67M | 0.01% | 441 |
|