R Squared’s LPL Financial LPLA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$464K Buy
1,237
+617
+100% +$231K 0.26% 116
2025
Q1
$203K Buy
620
+380
+158% +$124K 0.22% 202
2024
Q4
$78.4K Buy
+240
New +$78.4K 0.08% 335