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ESL Trust Services’s LPL Financial LPLA Stock Holding History

ESL Trust Services’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-25
Closed -$8.18K – 264
2025
Q1 		$8.18K Hold
25
– – ﹤0.01% 217
2024
Q4 		$8.16K Hold
25
– – ﹤0.01% 229
2024
Q3 		$5.82K Hold
25
– – ﹤0.01% 150
2024
Q2 		$6.98K Buy
+25
New +$6.98K ﹤0.01% 149