Caprock Group’s LPL Financial LPLA Stock Holding History

Caprock Group’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 Q3	$865K	Buy
2025 Q1	$1.3M	Buy
2024 Q4	$1.27M	Buy
2024 Q3	$648K	Sell
2024 Q2	$867K	Buy
2022 Q4	–	Sell
2022 Q3	$325K	Buy
2022 Q2	$274K	Buy