Concurrent Investment Advisors’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	$368K	Buy	982 +17	+2%	+$6.37K	0.01%	964
2025 Q1	$316K	Sell	965 -99	-9%	-$32.4K	0.01%	895
2024 Q4	$348K	Buy	1,064 +1	+0.1%	+$327	0.01%	767
2024 Q3	$247K	Buy	1,063 +37	+4%	+$8.61K	0.01%	845
2024 Q2	$287K	Buy	+1,026	New	+$287K	0.01%	741