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Kestra Private Wealth Services’s LPL Financial LPLA Stock Holding History

Kestra Private Wealth Services’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-627
Closed -$235K – 1722
2025
Q2 		$235K Sell
627
-261
-29% -$91.4K ﹤0.01% 1428
2025
Q1 		$291K Buy
+888
New +$309K ﹤0.01% 1219
2024
Q3 		– Sell
-900
Closed -$251K – 1420
2024
Q2 		$251K Sell
900
-54
-6% -$14.7K 0.01% 1122
2024
Q1 		$252K Sell
954
-93
-9% -$23.5K 0.01% 1085
2023
Q4 		$238K Sell
1,047
-128
-11% -$28.8K 0.01% 1046
2023
Q3 		$279K Buy
1,175
+242
+26% +$56.2K 0.01% 891
2023
Q2 		$203K Sell
933
-160
-15% -$32K 0.01% 964
2023
Q1 		$221K Buy
+1,093
New +$250K 0.01% 889
2022
Q4 		– Sell
-989
Closed -$216K – 951
2022
Q3 		$216K Sell
989
-4,104
-81% -$873K 0.01% 763
2022
Q2 		$940K Sell
5,093
-196
-4% -$37.2K 0.05% 357
2022
Q1 		$966K Sell
5,289
-224
-4% -$39K 0.05% 386
2021
Q4 		$883K Sell
5,513
-1,119
-17% -$185K 0.04% 425
2021
Q3 		$1.04M Buy
6,632
+218
+3% +$31.3K 0.06% 334
2021
Q2 		$866K Buy
6,414
+127
+2% +$18.5K 0.05% 368
2021
Q1 		$894K Buy
6,287
+1,280
+26% +$163K 0.06% 313
2020
Q4 		$521K Buy
+5,007
New +$450K 0.04% 427

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Boston Partners
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return