Alpine Bank Wealth Management’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
$30.7K Sell
82
-150
-65% -$56.2K ﹤0.01% 271
2025
Q1
$75.9K Buy
+232
New +$75.9K 0.01% 199
2024
Q3
$34.9K Buy
+150
New +$34.9K 0.01% 297