KeyBank National Association’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
Q3
$478K Buy
2025
Q2
$469K Buy
2025
Q1
$310K Buy
2014
Q2
Sell
2014
Q1
$263K Sell
2013
Q4
$324K Sell
2013
Q3
$300K Sell
2013
Q2
$362K Buy