LPL Financial’s Research Solutions RSSS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$985K Sell
343,309
-17,250
-5% -$49.5K ﹤0.01% 3739
2025
Q1
$937K Buy
360,559
+8,800
+3% +$22.9K ﹤0.01% 3575
2024
Q4
$1.46M Sell
351,759
-11,550
-3% -$47.9K ﹤0.01% 3146
2024
Q3
$992K Buy
+363,309
New +$992K ﹤0.01% 3374