Stratos Wealth Partners, Ltd. Lpl Financial Holdings Inc. Transaction History

Stratos Wealth Partners, Ltd.

  • $6.9 Billion
  • Q4 2024

A detailed history of Stratos Wealth Partners, Ltd. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 2,247 shares of LPLA stock, worth $836,176. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,247
Previous 2,642 14.95%
Holding current value
$836,176
Previous $614,000 19.38%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$229.85 - $335.91 $90,790 - $132,684
-395 Reduced 14.95%
2,247 $733,000
Q3 2024

Oct 17, 2024
SELL
$193.0 - $282.1 $33,968 - $49,649
-176 Reduced 6.25%
2,642 $614,000
Q2 2024

Jul 24, 2024
BUY
$256.41 - $288.82 $10,769 - $12,130
42 Added 1.51%
2,818 $787,000
Q1 2024

Apr 16, 2024
BUY
$230.75 - $273.77 $17,767 - $21,080
77 Added 2.85%
2,776 $733,000
Q4 2023

Jan 24, 2024
SELL
$209.89 - $239.77 $7,346 - $8,391
-35 Reduced 1.28%
2,699 $614,000
Q3 2023

Oct 24, 2023
SELL
$218.49 - $247.52 $15,075 - $17,078
-69 Reduced 2.46%
2,734 $649,000
Q2 2023

Jul 18, 2023
BUY
$180.95 - $217.9 $32,390 - $39,004
179 Added 6.82%
2,803 $609,000
Q1 2023

Apr 27, 2023
SELL
$192.0 - $255.57 $22,272 - $29,646
-116 Reduced 4.23%
2,624 $531,000
Q3 2022

Oct 24, 2022
SELL
$172.53 - $233.2 $690 - $932
-4 Reduced 0.15%
2,740 $599,000
Q2 2022

Jul 22, 2022
BUY
$167.48 - $218.52 $23,112 - $30,155
138 Added 5.3%
2,744 $506,000
Q1 2022

Apr 26, 2022
BUY
$143.67 - $190.77 $56,462 - $74,972
393 Added 17.76%
2,606 $476,000
Q4 2021

Jan 14, 2022
SELL
$152.65 - $175.02 $9,922 - $11,376
-65 Reduced 2.85%
2,213 $354,000
Q3 2021

Oct 19, 2021
SELL
$127.58 - $161.13 $41,591 - $52,528
-326 Reduced 12.52%
2,278 $357,000
Q2 2021

Jul 19, 2021
SELL
$134.61 - $156.7 $14,268 - $16,610
-106 Reduced 3.91%
2,604 $352,000
Q1 2021

Apr 27, 2021
SELL
$103.11 - $146.29 $20,003 - $28,380
-194 Reduced 6.68%
2,710 $385,000
Q4 2020

Jan 29, 2021
BUY
$76.15 - $104.25 $221,139 - $302,742
2,904 New
2,904 $303,000
Q4 2018

Feb 08, 2019
SELL
$53.2 - $65.69 $77,884 - $96,170
-1,464 Closed
0 $0
Q3 2018

Nov 02, 2018
BUY
$63.88 - $69.99 $93,520 - $102,465
1,464 New
1,464 $94,000
Q2 2018

Aug 13, 2018
SELL
$56.49 - $72.22 $75,188 - $96,124
-1,331 Closed
0 $0
Q1 2018

May 10, 2018
BUY
$57.2 - $65.99 $48,620 - $56,091
850 Added 176.72%
1,331 $81,000
Q4 2017

Feb 09, 2018
BUY
$48.68 - $57.7 $23,415 - $27,753
481
481 $27,000

Others Institutions Holding LPLA

# of Institutions
780
Shares Held
69.9M
Call Options Held
355K
Put Options Held
486K
View Full List

About LPL Financial Holdings Inc.

LPLA Quotes by TradingView
  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $29.7B
  • Description
  • LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and ed...
More about LPLA
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