Rehmann Capital Advisory Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $221K | Buy |
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|
2025
Q3 | $204K | Buy |
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|
2025
Q2 | $224K | Buy |
|
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|
2019
Q3 | $82.6K | Buy |
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|
2019
Q2 | $78.6K | Sell |
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|
2019
Q1 | $67.7K | Sell |
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|
2018
Q4 | $63.6K | Hold |
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|
2018
Q3 | $67.2K | Sell |
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|
2018
Q2 | $71.7K | Sell |
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|
2018
Q1 | $67K | Buy |
|