Leonteq Securities AG’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
Q4
$111K Buy
2025
Q3
$67.9K Sell
2025
Q2
$81K Sell
2025
Q1
$113K Buy
2024
Q4
$89.1K Buy
2024
Q3
$31.4K Buy
2024
Q2
$4.75K Buy
2022
Q4
Sell
2022
Q3
$12K Buy
2022
Q2
Sell
2022
Q1
$16.4K Sell
2021
Q4
$179K Buy
2021
Q3
$162K Buy