Castellan Group’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-12,420	Closed	-$1.77M	–	80
2021 Q1	$1.77M	Hold	12,420	–	–	0.94%	22
2020 Q4	$1.29M	Buy	+12,420	New	+$1.29M	1.4%	28