Emerald Advisers’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
$581K Sell
2025
Q2
$750K Buy
2025
Q1
$365K Sell
2024
Q4
$385K Sell
2024
Q3
$397K Sell
2024
Q2
$702K Sell
2024
Q1
$853K Sell
2023
Q4
$747K Sell
2023
Q3
$794K Buy