Compass Financial Services’s LPL Financial LPLA Stock Holding History

Compass Financial Services’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$81.7K	Buy
2025 Q2	$92K	Buy
2025 Q1	$75K	Buy
2024 Q4	$65.3K	Buy