Steward Financial Group’s LPL Financial LPLA Stock Holding History

Steward Financial Group’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
2023 Q3	$46K	Buy
2023 Q2	$35K	Sell
2023 Q1	$41K	Buy
2022 Q4	$37K	Buy
2022 Q3	–	Sell
2022 Q2	$32K	Hold
2022 Q1	$31K	Buy