Foresight Global Investors’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
$485K Buy
2024
Q4
Sell
2024
Q3
$1.55M Buy
2024
Q2
$1.55M Hold
2024
Q1
$1.47M Hold
2023
Q4
$1.26M Sell
2023
Q3
$1.72M Buy
2023
Q2
$644K Hold
2023
Q1
$599K Buy