NBT Bank’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
$111K Hold
296
0.01% 412
2025
Q1
$96.8K Hold
296
0.01% 424
2024
Q4
$96.6K Hold
296
0.01% 426
2024
Q3
$68.9K Buy
+296
New +$68.9K ﹤0.01% 486