Coppell Advisory Solutions’s LPL Financial LPLA Stock Holding History

Coppell Advisory Solutions’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
2026 Q1	–	Sell
2025 Q4	$3.55M	Buy
2025 Q3	$2.9M	Buy
2025 Q2	$2.59M	Buy
2025 Q1	–	Sell
2024 Q4	$2.62K	Hold
2024 Q3	$1.85K	Hold
2024 Q2	$2.23K	Buy