Dakota Wealth Management’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	$351K	Sell	937 -3	-0.3%	-$1.13K	0.01%	581
2025 Q1	$308K	Sell	940 -46	-5%	-$15K	0.01%	606
2024 Q4	$322K	Buy	+986	New	+$322K	0.01%	586