HighPoint Advisor Group’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
Q2
$923K Buy
2025
Q1
$758K Buy
2024
Q4
$778K Sell
2024
Q3
$702K Buy
2024
Q2
$531K Buy
2024
Q1
$595K Hold
2023
Q4
$584K Buy
2022
Q2
$495K Buy
2021
Q3
$357K Buy
2021
Q2
$271K Hold
2021
Q1
$294K Buy