Everpar Advisors’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
$681K Sell
2025
Q2
$825K Sell
2025
Q1
$724K Sell
2024
Q4
$794K Buy
2024
Q3
$565K Sell
2024
Q2
$764K Buy
2024
Q1
$686K Sell
2023
Q4
$1.06M Buy