LPL Financial
TWFG

LPL Financial’s TWFG, Inc. Common Stock TWFG Stock Holding History

LPL Financial’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.11M Buy
31,837
+1,108
+4% +$38.8K ﹤0.01% 3624
2025
Q1 		$950K Sell
30,729
-442
-1% -$13.7K ﹤0.01% 3563
2024
Q4 		$960K Buy
31,171
+3,585
+13% +$110K ﹤0.01% 3481
2024
Q3 		$748K Buy
+27,586
New +$748K ﹤0.01% 3615