EOJOAM
E. Ohman J:or Asset Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Hold |
2,100
| – | – | 0.02% | 306 |
|
|
2025
Q1 | $687K | Hold |
2,100
| – | – | 0.02% | 320 |
|
|
2024
Q4 | $686K | Sell |
2,100
-1,200
| -36% | -$392K | 0.02% | 343 |
|
|
2024
Q3 | $768K | Hold |
3,300
| – | – | 0.02% | 306 |
|
|
2024
Q2 | $922K | Buy |
3,300
+500
| +18% | +$140K | 0.02% | 263 |
|
|
2024
Q1 | $740K | Hold |
2,800
| – | – | 0.02% | 300 |
|
|
2023
Q4 | $637K | Sell |
2,800
-600
| -18% | -$137K | 0.02% | 294 |
|
|
2023
Q3 | $808K | Sell |
3,400
-300
| -8% | -$71.3K | 0.03% | 271 |
|
|
2023
Q2 | $804K | Hold |
3,700
| – | – | 0.03% | 285 |
|
|
2023
Q1 | $749K | Hold |
3,700
| – | – | 0.03% | 286 |
|
|
2022
Q4 | $800K | Hold |
3,700
| – | – | 0.04% | 275 |
|
|
2022
Q3 | $808K | Hold |
3,700
| – | – | 0.04% | 260 |
|
|
2022
Q2 | $683K | Buy |
+3,700
| New | +$683K | 0.03% | 297 |
|