USA Financial Formulas’s LPL Financial LPLA Stock Holding History

USA Financial Formulas’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
2025 Q3	–	Sell
2025 Q2	$268K	Buy
2022 Q2	–	Sell
2022 Q1	$233K	Buy
2021 Q2	–	Sell
2021 Q1	$117K	Buy
2018 Q3	–	Sell
2018 Q2	$1.07M	Sell
2018 Q1	$1.08M	Buy
2017 Q2	–	Sell
2017 Q1	$483K	Buy