Meag Munich Ergo’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 | $2.42M | Sell |
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|
2025
Q1 | $6.98M | Buy |
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|
2024
Q4 | $2.98M | Sell |
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|
2024
Q3 | $3.68M | Buy |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.82M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $4.05M | Buy |
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|
2022
Q4 | $3.08M | Buy |
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|
2022
Q3 | $3.03M | Buy |
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|
2022
Q2 | $452K | Buy |
|