Merit Financial Group’s LPL Financial LPLA Stock Holding History

Merit Financial Group’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.55M	Buy
2025 Q2	$1.4M	Buy
2025 Q1	$1.09M	Buy
2024 Q4	$370K	Buy
2024 Q3	$252K	Buy
2023 Q3	–	Sell
2023 Q2	$413K	Sell
2023 Q1	$403K	Sell
2022 Q4	$431K	Buy
2022 Q3	$354K	Sell
2022 Q2	$348K	Buy