Mutual of America Capital Management’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	$964K	Hold	2,571	–	–	0.01%	979
2025 Q1	$841K	Sell	2,571 -355	-12%	-$116K	0.01%	1018
2024 Q4	$955K	Sell	2,926 -1,462	-33%	-$477K	0.01%	1005
2024 Q3	$1.02M	Buy	4,388 +821	+23%	+$191K	0.01%	1029
2024 Q2	$996K	Buy	+3,567	New	+$996K	0.01%	1024