Moran Wealth Management’s LPL Financial LPLA Stock Holding History

Moran Wealth Management’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	$287K	Sell
2025 Q2	$993K	Buy
2025 Q1	$854K	Sell
2024 Q4	$889K	Sell
2024 Q3	$653K	Buy
2024 Q2	$479K	Buy
2024 Q1	$309K	Buy
2023 Q3	–	Sell
2023 Q2	$1.95M	Sell
2023 Q1	$1.89M	Buy
2022 Q4	$473K	Buy