Wolff Wiese Magana’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 | $15.7K | Hold |
42
| – | – | 0.01% | 326 |
|
|
2025
Q1 | $13.7K | Buy |
42
+20
| +91% | +$6.54K | 0.01% | 351 |
|
|
2024
Q4 | $7.18K | Hold |
22
| – | – | ﹤0.01% | 481 |
|
|
2024
Q3 | $5.12K | Buy |
22
+7
| +47% | +$1.63K | ﹤0.01% | 575 |
|
|
2024
Q2 | $4.19K | Hold |
15
| – | – | ﹤0.01% | 445 |
|
|
2024
Q1 | $3.96K | Hold |
15
| – | – | ﹤0.01% | 420 |
|
|
2023
Q4 | $3.42K | Hold |
15
| – | – | ﹤0.01% | 421 |
|
|
2023
Q3 | $3.57K | Hold |
15
| – | – | ﹤0.01% | 477 |
|
|
2023
Q2 | $3.26K | Hold |
15
| – | – | ﹤0.01% | 494 |
|
|
2023
Q1 | $3.04K | Hold |
15
| – | – | ﹤0.01% | 482 |
|
|
2022
Q4 | $3.24K | Sell |
15
-140
| -90% | -$30.3K | ﹤0.01% | 453 |
|
|
2022
Q3 | $34K | Buy |
155
+1
| +0.6% | +$219 | 0.03% | 299 |
|
|
2022
Q2 | $28K | Sell |
154
-3
| -2% | -$545 | 0.02% | 342 |
|
|
2022
Q1 | $29K | Sell |
157
-1
| -0.6% | -$185 | 0.02% | 352 |
|
|
2021
Q4 | $25K | Sell |
158
-3,368
| -96% | -$533K | 0.02% | 395 |
|
|
2021
Q3 | $553K | Buy |
3,526
+3,467
| +5,876% | +$544K | 0.39% | 67 |
|
|
2021
Q2 | $8K | Buy |
59
+32
| +119% | +$4.34K | 0.01% | 558 |
|
|
2021
Q1 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 619 |
|