JSAM
J. Safra Asset Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
1,310
+231
| +21% | +$84.3K | 0.03% | 82 |
|
|
2025
Q1 | $353K | Buy |
1,079
+445
| +70% | +$146K | 0.03% | 81 |
|
|
2024
Q4 | $207K | Buy |
634
+261
| +70% | +$85.3K | 0.02% | 122 |
|
|
2024
Q3 | $86.1K | Buy |
373
+151
| +68% | +$34.9K | 0.01% | 125 |
|
|
2024
Q2 | $62K | Buy |
222
+191
| +616% | +$53.3K | 0.01% | 126 |
|
|
2024
Q1 | $8.19K | Buy |
+31
| New | +$8.19K | ﹤0.01% | 139 |
|