OneAscent Financial Services’s LPL Financial LPLA Stock Holding History

OneAscent Financial Services’s Portfolio LPLA Stock Details LPLA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$260K	Hold
2025 Q1	$233K	Sell
2024 Q4	$259K	Sell
2024 Q3	$237K	Sell
2024 Q2	$310K	Sell
2024 Q1	$300K	Buy
2023 Q4	$238K	Buy