WealthPLAN Partners’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $207K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $217K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $124K | Buy |
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|
2023
Q1 | $116K | Buy |
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|
2016
Q3 | $20K | Sell |
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|
2016
Q2 | $14.9K | Buy |
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|
2015
Q4 | $6.01K | Buy |
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|
2015
Q2 | $14K | Buy |
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|
2015
Q1 | $6K | Buy |
|