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
2025 Q3	$1.33K	Hold
2025 Q2	$1.5K	Sell
2025 Q1	$4.58K	Hold
2024 Q4	$4.57K	Buy
2024 Q3	$931	Sell
2024 Q2	$5.31K	Sell
2024 Q1	$7.66K	Sell
2023 Q4	$11.6K	Buy