Seven Grand Managers’s LPL Financial LPLA Stock Holding History

Seven Grand Managers’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	–	Sell
2025 Q4	$8.93M	Hold
2025 Q3	$8.32M	Sell
2025 Q2	$18.7M	Hold
2025 Q1	$16.4M	Buy