Bridges Investment Management’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
Q3
$447K Buy
2025
Q2
$448K Buy
2025
Q1
$388K Buy
2024
Q4
$387K Hold
2024
Q3
$276K Buy
2024
Q2
$321K Buy
2019
Q4
Sell
2019
Q3
$302K Buy