LBP AM’s LPL Financial LPLA Stock Holding History

LBP AM’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	$12M	Buy
2025 Q2	$9.21M	Buy
2025 Q1	$7.19M	Buy
2023 Q4	–	Sell
2023 Q3	$1.29M	Sell
2023 Q2	$1.56M	Sell
2023 Q1	$2.38M	Sell
2022 Q4	$2.74M	Buy