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Natural Investments’s LPL Financial LPLA Stock Holding History

Natural Investments’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$260K Buy
695
+48
+7% +$18K 0.07% 216
2025
Q1 		$211K Sell
647
-4
-0.6% -$1.3K 0.06% 229
2024
Q4 		$212K Buy
+651
New +$212K 0.06% 228