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Bruce G. Allen Investments’s LPL Financial LPLA Stock Holding History

Bruce G. Allen Investments’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.2K Hold
4
– – ﹤0.01% 781
2025
Q4 		$1.43K Hold
4
– – ﹤0.01% 756
2025
Q3 		$1.33K Hold
4
– – ﹤0.01% 766
2025
Q2 		$1.5K Sell
4
-10
-71% -$3.5K ﹤0.01% 757
2025
Q1 		$4.58K Hold
14
– – ﹤0.01% 575
2024
Q4 		$4.57K Buy
14
+10
+250% +$2.96K ﹤0.01% 592
2024
Q3 		$931 Sell
4
-15
-79% -$3.38K ﹤0.01% 832
2024
Q2 		$5.31K Sell
19
-10
-34% -$2.71K ﹤0.01% 560
2024
Q1 		$7.66K Sell
29
-22
-43% -$5.55K 0.01% 517
2023
Q4 		$11.6K Buy
+51
New +$11.5K 0.01% 448

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SC
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