Annis Gardner Whiting Capital Advisors’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.25K	Buy	+6	New	+$2.25K	﹤0.01%	944
2024 Q3	–	Sell	-138	Closed	-$38.5K	–	855
2024 Q2	$38.5K	Hold	138	–	–	0.01%	445
2024 Q1	$36.5K	Buy	+138	New	+$36.5K	0.01%	442