Counterpoint Mutual Funds’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$504K Buy
2025
Q3
Sell
2025
Q2
$417K Buy
2023
Q2
Sell
2023
Q1
$103K Buy
2022
Q4
Sell
2022
Q3
$109K Buy
2022
Q2
Sell
2022
Q1
$90K Buy