Concorde Asset Management’s LPL Financial LPLA Stock Holding History

Concorde Asset Management’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	$712K	Buy
2025 Q1	$583K	Sell
2024 Q4	$648K	Sell
2024 Q3	$504K	Sell
2024 Q2	$614K	Hold
2024 Q1	$581K	Sell
2023 Q4	$603K	Sell
2023 Q3	$638K	Buy
2023 Q2	$581K	Buy