Bellevue Asset Management’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 +2	+50%	+$750	﹤0.01%	422
2025 Q1	$1.31K	Buy	+4	New	+$1.31K	﹤0.01%	454