LPL Financial
MAX icon

LPL Financial’s MediaAlpha MAX Stock Holding History

LPL Financial’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,482
Closed -$119K – 5991
2025
Q3 		$119K Buy
+10,482
New +$116K ﹤0.01% 5471
2025
Q2 		– Sell
-14,482
Closed -$134K – 5642
2025
Q1 		$134K Buy
14,482
+4,360
+43% +$46.5K ﹤0.01% 4977
2024
Q4 		$114K Buy
+10,122
New +$146K ﹤0.01% 4962

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