Cornerstone Planning Group’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	$10.1K	Sell	27 -8	-23%	-$2.99K	﹤0.01%	556
2025 Q1	$10.9K	Buy	35 +34	+3,400%	+$10.6K	﹤0.01%	547
2024 Q4	$353	Buy	+1	New	+$353	﹤0.01%	1240
2024 Q1	–	Sell	-4	Closed	-$910	–	1160
2023 Q4	$910	Buy	+4	New	+$910	﹤0.01%	726