Legacy Financial Group (Iowa)
LPLA icon

Legacy Financial Group (Iowa)’s LPL Financial LPLA Stock Holding History

Legacy Financial Group (Iowa)’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
Q2 		$518K Buy
2025
Q1 		$447K Hold
2024
Q4 		$446K Buy
2024
Q3 		– Sell
2024
Q2 		$382K Hold
2024
Q1 		$361K Buy
2023
Q4 		– Sell
2023
Q3 		$325K Buy