LPL Financial
USAP

LPL Financial’s Universal Stainless & Alloy USAP Stock Holding History

LPL Financial’s Portfolio USAP Stock Details USAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,090
Closed -$708K – 5572
2024
Q4 		$708K Sell
16,090
-5,592
-26% -$242K ﹤0.01% 3783
2024
Q3 		$838K Buy
+21,682
New +$773K ﹤0.01% 3555

Other funds holding USAP

AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LPL Financial's USAP Position: Q1 2025 in Review

LPL Financial sold out of Universal Stainless & Alloy (USAP) in Q1 2025, closing a stake of 16,090 shares — an estimated $708K sold.

LPL Financial first reported a position in USAP in Q3 2024 and held it in 2 quarters. The position peaked at $838K in Q3 2024. 2 funds tracked by Wall St. Rank hold USAP as of Q1 2025.

  • LPL Financial reported no remaining Universal Stainless & Alloy position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 16,090 Universal Stainless & Alloy shares in Q1 2025, an estimated $708K.
  • LPL Financial first reported a position in Universal Stainless & Alloy in Q3 2024 and held it in 2 quarters.
  • LPL Financial's Universal Stainless & Alloy position peaked at $838K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Universal Stainless & Alloy as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.