Millstone Evans Group’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24K Sell
64
-23
-26% -$8.62K 0.02% 423
2025
Q1
$28.5K Buy
87
+48
+123% +$15.7K 0.02% 395
2024
Q4
$12.7K Buy
+39
New +$12.7K 0.01% 472