Elevation Wealth Partners’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5	Closed	-$1.64K	–	507
2024 Q4	$1.64K	Hold	5	–	–	﹤0.01%	442
2024 Q3	$1.17K	Hold	5	–	–	﹤0.01%	431
2024 Q2	$1.4K	Hold	5	–	–	﹤0.01%	461
2024 Q1	$1.32K	Buy	+5	New	+$1.32K	﹤0.01%	428