MassMutual Private Wealth & Trust’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.6K | Sell |
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|
2025
Q1 | $32.7K | Buy |
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|
2024
Q4 | $19.9K | Buy |
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|
2024
Q3 | $4.88K | Hold |
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|
2024
Q2 | $5.87K | Buy |
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|
2024
Q1 | $5.02K | Sell |
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|
2023
Q4 | $5.24K | Sell |
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|
2023
Q3 | $11.9K | Buy |
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|
2023
Q2 | $1.96K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $3K | Buy |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1K | Buy |
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