WesBanco Bank’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 | $210K | Buy |
+560
| New | +$210K | 0.01% | 623 |
|
2023
Q2 | – | Sell |
-4,190
| Closed | -$848K | – | 591 |
|
2023
Q1 | $848K | Sell |
4,190
-3,133
| -43% | -$634K | 0.04% | 305 |
|
2022
Q4 | $1.58M | Buy |
+7,323
| New | +$1.58M | 0.07% | 211 |
|
2022
Q3 | – | Sell |
-3,419
| Closed | -$631K | – | 459 |
|
2022
Q2 | $631K | Buy |
+3,419
| New | +$631K | 0.03% | 352 |
|