Colonial Trust’s LPL Financial LPLA Stock Holding History

Colonial Trust’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	$192K	Buy
2025 Q2	$216K	Buy
2025 Q1	$182K	Buy
2024 Q4	$165K	Buy
2024 Q3	$111K	Buy
2024 Q2	$127K	Hold
2024 Q1	$120K	Hold
2023 Q4	$104K	Buy
2023 Q3	$13.5K	Buy
2023 Q2	$5.22K	Buy