LPL Financial
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LPL Financial’s OR Royalties Inc OR Stock Holding History

LPL Financial’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$669K Sell
2025
Q1 		$577K Sell
2024
Q4 		$608K Sell
2024
Q3 		$723K Sell
2024
Q2 		$704K Sell
2024
Q1 		$1M Buy
2023
Q4 		$855K Sell
2023
Q3 		$731K Sell
2023
Q2 		$1.08M Buy