XML Financial’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $522K | Sell |
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|
2025
Q2 | $749K | Sell |
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|
2025
Q1 | $661K | Buy |
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|
2024
Q4 | $611K | Sell |
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|
2024
Q3 | $530K | Buy |
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|
2024
Q2 | $611K | Sell |
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|
2024
Q1 | $585K | Buy |
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|
2023
Q4 | $504K | Buy |
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|
2023
Q3 | $526K | Buy |
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|
2023
Q2 | $480K | Buy |
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|
2023
Q1 | $447K | Buy |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $217K | Buy |
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|
2022
Q1 | $215K | Buy |
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