Abound Wealth 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
2026
Q1
$1.8K Buy
2024
Q2
Sell
2024
Q1
$1.06K Hold
2023
Q4
$915 Hold
2023
Q3
$954 Hold
2023
Q2
$872 Buy