Compass Financial 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	$92K	Buy	245 +16	+7%	+$6.01K	0.04%	71
2025 Q1	$75K	Buy	229 +29	+15%	+$9.5K	0.04%	61
2024 Q4	$65.3K	Buy	+200	New	+$65.3K	0.04%	57