Resona Asset 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
Q2 | $9.84M | Buy |
26,346
+2,754
| +12% | +$1.03M | 0.05% | 343 |
|
|
2025
Q1 | $7.75M | Buy |
23,592
+1,098
| +5% | +$361K | 0.04% | 360 |
|
|
2024
Q4 | $7.36M | Sell |
22,494
-987
| -4% | -$323K | 0.04% | 362 |
|
|
2024
Q3 | $5.46M | Sell |
23,481
-734
| -3% | -$171K | 0.03% | 460 |
|
|
2024
Q2 | $6.76M | Sell |
24,215
-1,772
| -7% | -$494K | 0.04% | 377 |
|
|
2024
Q1 | $6.87M | Buy |
+25,987
| New | +$6.87M | 0.04% | 388 |
|