Cary Street Partners Investment Advisory’s LPL Financial LPLA Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	$127K	Buy
2023 Q4	–	Sell
2023 Q3	$62.1K	Buy
2023 Q2	$6.55K	Hold
2023 Q1	$6.09K	Hold
2022 Q4	$6.49K	Buy