Segment Wealth Management’s LPL Financial LPLA Stock Holding History

Segment Wealth Management’s Portfolio LPLA Stock Details LPLA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.77M	Buy
2024 Q3	–	Sell
2024 Q2	$8.61M	Buy
2024 Q1	$5.38M	Buy
2023 Q4	$3.31M	Sell
2023 Q3	$7.33M	Buy
2023 Q2	$6.54M	Buy
2023 Q1	$6.08M	Buy