Wedmont Private Capital’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 | $619K | Buy |
1,625
+19
| +1% | +$7.24K | 0.03% | 371 |
|
|
2025
Q1 | $500K | Buy |
1,606
+28
| +2% | +$8.72K | 0.03% | 382 |
|
|
2024
Q4 | $521K | Buy |
1,578
+55
| +4% | +$18.2K | 0.03% | 363 |
|
|
2024
Q3 | $364K | Sell |
1,523
-400
| -21% | -$95.7K | 0.02% | 456 |
|
|
2024
Q2 | $507K | Buy |
1,923
+210
| +12% | +$55.4K | 0.03% | 339 |
|
|
2024
Q1 | $442K | Buy |
1,713
+25
| +1% | +$6.46K | 0.03% | 353 |
|
|
2023
Q4 | $401K | Buy |
1,688
+425
| +34% | +$101K | 0.03% | 361 |
|
|
2023
Q3 | $299K | Buy |
1,263
+93
| +8% | +$22K | 0.03% | 381 |
|
|
2023
Q2 | $258K | Buy |
+1,170
| New | +$258K | 0.03% | 420 |
|