E. Ohman J:or Asset Management’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
Q3 | $699K | Hold |
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|
2025
Q2 | $787K | Hold |
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|
2025
Q1 | $687K | Hold |
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|
2024
Q4 | $686K | Sell |
|
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|
2024
Q3 | $768K | Hold |
|
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|
2024
Q2 | $922K | Buy |
|
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|
2024
Q1 | $740K | Hold |
|
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|
2023
Q4 | $637K | Sell |
|
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|
2023
Q3 | $808K | Sell |
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|
2023
Q2 | $804K | Hold |
|
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|
2023
Q1 | $749K | Hold |
|
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|
2022
Q4 | $800K | Hold |
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|
2022
Q3 | $808K | Hold |
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|
2022
Q2 | $683K | Buy |
|