Crossmark Global Holdings’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
Q2
$250K Sell
2025
Q1
$3.74M Buy
2024
Q4
$1.19M Sell
2024
Q3
$1.91M Sell
2024
Q2
$2.52M Buy
2024
Q1
$1.1M Sell
2023
Q4
$1.05M Buy
2023
Q3
$927K Sell
2023
Q2
$982K Sell
2023
Q1
$1.43M Buy
2022
Q4
$1.02M Buy