Resona Asset Management’s LPL Financial LPLA Stock Holding History

Resona Asset Management’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.84M	Buy
2025 Q1	$7.75M	Buy
2024 Q4	$7.36M	Sell
2024 Q3	$5.46M	Sell
2024 Q2	$6.76M	Sell
2024 Q1	$6.87M	Buy