MV 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
Q2
$5.25K Sell
2025
Q1
$4.91K Hold
2024
Q4
$4.9K Buy
2024
Q3
$2.33K Buy
2024
Q2
$1.68K Buy
2024
Q1
$793 Sell
2023
Q4
$1.59K Buy