World Equity Group’s LPL Financial LPLA Stock Holding History

World Equity 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
2025 Q4	–	Sell
2025 Q3	$259K	Sell
2025 Q2	$582K	Buy
2025 Q1	$271K	Sell
2024 Q4	$561K	Buy