SBI Securities’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
$30K Buy
80
+43
+116% +$16.1K ﹤0.01% 1260
2025
Q1
$12.1K Sell
37
-9
-20% -$2.94K ﹤0.01% 1532
2024
Q4
$15K Buy
+46
New +$15K ﹤0.01% 1474