Burney Company’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	$11.2M	Buy	+29,837	New	+$11.2M	0.38%	65
2024 Q4	–	Sell	-5,809	Closed	-$1.35M	–	608
2024 Q3	$1.35M	Buy	+5,809	New	+$1.35M	0.05%	274