Jefferies Financial 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
$330K Sell
2025
Q1
$654K Sell
2024
Q4
$5.68M Buy
2024
Q3
$1.66M Buy
2024
Q2
$1.05M Buy
2023
Q4
Sell
2023
Q3
$108K Sell
2023
Q2
$674K Sell
2023
Q1
$845K Sell
2022
Q4
$1.14M Buy