Portside Wealth Group’s LPL Financial LPLA Stock Holding History

Portside Wealth Group’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
2026 Q1	–	Sell
2025 Q4	$290K	Sell
2025 Q3	$310K	Sell
2025 Q2	$355K	Sell
2025 Q1	$363K	Buy
2024 Q4	$341K	Buy
2024 Q3	$217K	Buy
2024 Q2	$230K	Buy