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Magnolia Private Wealth’s LPL Financial LPLA Stock Holding History

Magnolia Private Wealth’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$623K Buy
1,662
+33
+2% +$12.4K 0.48% 53
2025
Q1 		$533K Buy
1,629
+78
+5% +$25.5K 0.44% 50
2024
Q4 		$506K Buy
+1,551
New +$506K 0.44% 54