MFA Wealth Advisors’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
$363K Hold
2025
Q1
$317K Sell
2024
Q4
$343K Sell
2024
Q3
$267K Buy
2024
Q2
$309K Sell
2024
Q1
$655K Buy
2023
Q4
$538K Sell
2023
Q3
$578K Buy