Avantax Advisory Services’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	$1.14M	Buy	3,048 +708	+30%	+$266K	0.01%	1089
2025 Q1	$766K	Buy	2,340 +351	+18%	+$115K	﹤0.01%	1234
2024 Q4	$650K	Sell	1,989 -544	-21%	-$178K	﹤0.01%	1290
2024 Q3	$589K	Buy	2,533 +52	+2%	+$12.1K	﹤0.01%	1307
2024 Q2	$693K	Buy	+2,481	New	+$693K	﹤0.01%	1170