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
2025
Q2
$224K Buy
2019
Q3
$82.6K Buy
2019
Q2
$78.6K Sell
2019
Q1
$67.7K Sell
2018
Q4
$63.6K Hold
2018
Q3
$67.2K Sell
2018
Q2
$71.7K Sell
2018
Q1
$67K Buy