XML Financial’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 | $749K | Sell |
1,996
-25
| -1% | -$9.38K | 0.06% | 200 |
|
|
2025
Q1 | $661K | Buy |
2,021
+148
| +8% | +$48.4K | 0.06% | 196 |
|
|
2024
Q4 | $611K | Sell |
1,873
-405
| -18% | -$132K | 0.06% | 205 |
|
|
2024
Q3 | $530K | Buy |
2,278
+89
| +4% | +$20.7K | 0.05% | 227 |
|
|
2024
Q2 | $611K | Sell |
2,189
-25
| -1% | -$6.98K | 0.06% | 200 |
|
|
2024
Q1 | $585K | Buy |
2,214
+1
| +0% | +$264 | 0.06% | 208 |
|
|
2023
Q4 | $504K | Buy |
2,213
+2
| +0.1% | +$455 | 0.05% | 215 |
|
|
2023
Q3 | $526K | Buy |
2,211
+1
| +0% | +$238 | 0.06% | 201 |
|
|
2023
Q2 | $480K | Buy |
2,210
+3
| +0.1% | +$652 | 0.06% | 219 |
|
|
2023
Q1 | $447K | Buy |
2,207
+1,028
| +87% | +$208K | 0.05% | 218 |
|
|
2022
Q4 | $255K | Buy |
1,179
+1
| +0.1% | +$216 | 0.03% | 283 |
|
|
2022
Q3 | $257K | Buy |
1,178
+2
| +0.2% | +$436 | 0.04% | 268 |
|
|
2022
Q2 | $217K | Buy |
1,176
+1
| +0.1% | +$185 | 0.05% | 206 |
|
|
2022
Q1 | $215K | Buy |
+1,175
| New | +$215K | 0.03% | 298 |
|