Raymond James Financial
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Raymond James Financial’s LPL Financial LPLA Stock Holding History

Raymond James Financial’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$326M Buy
870,620
+10,606
+1% +$3.98M 0.11% 161
2025
Q1 		$281M Sell
860,014
-46,487
-5% -$15.2M 0.11% 176
2024
Q4 		$296M Buy
+906,501
New +$296M 0.11% 169