LPL Financial
LZ icon

LPL Financial’s LegalZoom.com LZ Stock Holding History

LPL Financial’s Portfolio LZ Stock Details LZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-120,663
Closed -$1.04M – 5639
2025
Q1 		$1.04M Buy
120,663
+4,435
+4% +$39.7K ﹤0.01% 3524
2024
Q4 		$873K Buy
116,228
+18
+0% +$136 ﹤0.01% 3610
2024
Q3 		$738K Buy
116,210
+82,765
+247% +$542K ﹤0.01% 3675
2024
Q2 		$281K Sell
33,445
-200
-0.6% -$2.06K ﹤0.01% 4330
2024
Q1 		$449K Buy
+33,645
New +$387K ﹤0.01% 3878

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TCMI
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GC
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Geode Capital Management
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State Street
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