2Xideas’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
Q2
$7.29M Sell
2025
Q1
$9.36M Sell
2024
Q4
$14.7M Buy
2024
Q3
$6.4M Sell
2024
Q2
$11.2M Buy