ZWJ Investment Counsel’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 | $299K | Buy |
798
+2
| +0.3% | +$750 | 0.01% | 173 |
|
|
2025
Q1 | $260K | Hold |
796
| – | – | 0.01% | 192 |
|
|
2024
Q4 | $260K | Buy |
+796
| New | +$260K | 0.01% | 194 |
|
|
2024
Q3 | – | Sell |
-796
| Closed | -$222K | – | 241 |
|
|
2024
Q2 | $222K | Hold |
796
| – | – | 0.01% | 207 |
|
|
2024
Q1 | $210K | Buy |
+796
| New | +$210K | 0.01% | 218 |
|