Mutual of America Capital Management’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
Q3
$1.85M Buy
2025
Q2
$964K Hold
2025
Q1
$841K Sell
2024
Q4
$955K Sell
2024
Q3
$1.02M Buy
2024
Q2
$996K Buy