Xponance’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 | $6.11M | Buy |
16,283
+1,578
| +11% | +$592K | 0.05% | 283 |
|
|
2025
Q1 | $4.81M | Buy |
14,705
+276
| +2% | +$90.3K | 0.05% | 309 |
|
|
2024
Q4 | $4.71M | Buy |
14,429
+1,363
| +10% | +$445K | 0.04% | 319 |
|
|
2024
Q3 | $3.04M | Sell |
13,066
-235
| -2% | -$54.7K | 0.03% | 424 |
|
|
2024
Q2 | $3.71M | Sell |
13,301
-135
| -1% | -$37.7K | 0.04% | 360 |
|
|
2024
Q1 | $3.55M | Buy |
13,436
+3,320
| +33% | +$877K | 0.04% | 369 |
|
|
2023
Q4 | $2.3M | Sell |
10,116
-1,023
| -9% | -$233K | 0.03% | 443 |
|
|
2023
Q3 | $2.65M | Buy |
11,139
+114
| +1% | +$27.1K | 0.04% | 383 |
|
|
2023
Q2 | $2.4M | Buy |
11,025
+141
| +1% | +$30.7K | 0.03% | 426 |
|
|
2023
Q1 | $2.2M | Buy |
10,884
+18
| +0.2% | +$3.64K | 0.03% | 436 |
|
|
2022
Q4 | $2.35M | Buy |
10,866
+1,449
| +15% | +$313K | 0.04% | 405 |
|
|
2022
Q3 | $2.06M | Sell |
9,417
-1
| -0% | -$218 | 0.04% | 384 |
|
|
2022
Q2 | $1.74M | Buy |
9,418
+390
| +4% | +$71.9K | 0.03% | 407 |
|
|
2022
Q1 | $1.65M | Buy |
9,028
+102
| +1% | +$18.6K | 0.03% | 428 |
|
|
2021
Q4 | $1.43M | Buy |
8,926
+43
| +0.5% | +$6.88K | 0.02% | 480 |
|
|
2021
Q3 | $1.39M | Sell |
8,883
-347
| -4% | -$54.4K | 0.03% | 445 |
|
|
2021
Q2 | $1.25M | Buy |
+9,230
| New | +$1.25M | 0.02% | 498 |
|