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SummitTX Capital’s LPL Financial LPLA Stock Holding History

SummitTX Capital’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$602K Sell
1,606
-5,008
-76% -$1.88M 0.03% 470
2025
Q1 		$2.16M Buy
+6,614
New +$2.16M 0.09% 233