WealthPLAN Partners’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 | $217K | Buy |
+578
| New | +$217K | 0.03% | 247 |
|
|
2023
Q3 | – | Sell |
-573
| Closed | -$124K | – | 772 |
|
|
2023
Q2 | $124K | Buy |
573
+1
| +0.2% | +$217 | 0.02% | 362 |
|
|
2023
Q1 | $116K | Buy |
+572
| New | +$116K | 0.01% | 393 |
|
|
2016
Q3 | $20K | Sell |
666
-295
| -31% | -$8.84K | 0.01% | 484 |
|
|
2016
Q2 | $14.9K | Buy |
+961
| New | +$14.9K | ﹤0.01% | 1561 |
|
|
2015
Q4 | $6.01K | Buy |
+740
| New | +$6.01K | ﹤0.01% | 1298 |
|
|
2015
Q2 | $14K | Buy |
300
+163
| +119% | +$7.61K | 0.01% | 287 |
|
|
2015
Q1 | $6K | Buy |
+137
| New | +$6K | ﹤0.01% | 414 |
|