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Continuum Advisory’s LPL Financial LPLA Stock Holding History

Continuum Advisory’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
Q2 		– Sell
-4
Closed -$1.31K – 1086
2025
Q1 		$1.31K Hold
4
– – ﹤0.01% 1461
2024
Q4 		$1.31K Hold
4
– – ﹤0.01% 1559
2024
Q3 		$1.26K Buy
4
+1
+33% +$225 ﹤0.01% 1582
2024
Q2 		$838 Hold
3
– – ﹤0.01% 1505
2024
Q1 		$794 Buy
+3
New +$757 ﹤0.01% 1511

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