V-Square Quantitative Management’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$363K Buy
2025
Q1
$313K Buy
2024
Q4
$286K Buy
2024
Q3
$202K Buy
2024
Q2
$242K Buy
2024
Q1
$228K Hold
2023
Q4
$196K Buy
2023
Q3
$124K Buy
2023
Q2
$103K Buy