Applied Finance Capital Management’s LPL Financial LPLA Stock Holding History

Applied Finance Capital Management’s Portfolio LPLA Stock Details LPLA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$523K	Sell
2025 Q2	$707K	Buy
2025 Q1	$604K	Buy
2024 Q4	$574K	Hold
2024 Q3	$409K	Hold
2024 Q2	$491K	Buy