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Ascent Group’s LPL Financial LPLA Stock Holding History

Ascent Group’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,943
Closed -$420K – 490
2022
Q4 		$420K Sell
1,943
-293
-13% -$63.3K 0.05% 325
2022
Q3 		$572K Buy
+2,236
New +$572K 0.07% 272