Rakuten Investment Management’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$696K	Buy	+2,066	New	+$696K	﹤0.01%	534
2024 Q3	$316K	Buy	1,367 +343	+33%	+$79.2K	﹤0.01%	463
2024 Q2	$283K	Buy	1,024 +370	+57%	+$102K	﹤0.01%	442
2024 Q1	$173K	Buy	654 +600	+1,111%	+$159K	﹤0.01%	441
2023 Q4	$12.3K	Buy	+54	New	+$12.3K	﹤0.01%	457