Siemens Fonds Invest’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
$420K Buy
1,120
+261
+30% +$97.9K 0.02% 334
2025
Q1
$281K Buy
859
+30
+4% +$9.81K 0.02% 370
2024
Q4
$271K Buy
+829
New +$271K 0.02% 391