MCM
LPLA icon

MV Capital Management’s LPL Financial LPLA Stock Holding History

MV Capital 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
2026
Q1 		$4.51K Buy
15
+1
+7% +$336 ﹤0.01% 641
2025
Q4 		$5K Hold
14
– – ﹤0.01% 606
2025
Q3 		$4.66K Hold
14
– – ﹤0.01% 614
2025
Q2 		$5.25K Sell
14
-1
-7% -$350 ﹤0.01% 603
2025
Q1 		$4.91K Hold
15
– – ﹤0.01% 615
2024
Q4 		$4.9K Buy
15
+5
+50% +$1.48K ﹤0.01% 610
2024
Q3 		$2.33K Buy
10
+4
+67% +$901 ﹤0.01% 688
2024
Q2 		$1.68K Buy
6
+3
+100% +$814 ﹤0.01% 665
2024
Q1 		$793 Sell
3
-4
-57% -$1.01K ﹤0.01% 694
2023
Q4 		$1.59K Buy
+7
New +$1.57K ﹤0.01% 650

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