LPL Financial
AAT

LPL Financial’s American Assets Trust AAT Stock Holding History

LPL Financial’s Portfolio AAT Stock Details AAT Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$214K Buy
2023
Q2 		– Sell
2023
Q1 		$300K Sell
2022
Q4 		$429K Sell
2022
Q3 		$471K Buy
2022
Q2 		$530K Buy
2022
Q1 		$505K Buy
2021
Q4 		$454K Buy
2021
Q3 		$382K Buy
2021
Q2 		$309K Buy