Kestra Investment Management’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$655 Hold
2
﹤0.01% 956
2025
Q1
$655 Sell
2
-2
-50% -$655 ﹤0.01% 848
2024
Q4
$1.34K Buy
+4
New +$1.34K ﹤0.01% 1061