Financial Gravity Asset Management’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-24	Closed	-$6.35K	–	2067
2024 Q1	$6.35K	Buy	+24	New	+$6.06K	﹤0.01%	816
2023 Q3	–	Sell	-217	Closed	-$7.5K	–	1539
2023 Q2	$7.5K	Buy	+217	New	+$43.5K	0.02%	408
2023 Q1	–	Sell	-216	Closed	-$7.1K	–	1430
2022 Q4	$7.1K	Buy	+216	New	+$50.5K	0.04%	344
2022 Q2	–	Sell	-183	Closed	-$4	–	796
2022 Q1	$4	Buy	183 +23	+14%	+$4K	﹤0.01%	821
2021 Q4	$4	Buy	+160	New	+$26.4K	﹤0.01%	908
2021 Q3	–	Hold	0	–	–	–	233
2021 Q2	–	Hold	0	–	–	–	267
2021 Q1	–	Sell	-1	Closed	-$128	–	530
2020 Q4	$0	Buy	+1	New	+$90	﹤0.01%	657
2020 Q2	–	Sell	-21	Closed	-$1.13K	–	506
2020 Q1	$1.13K	Buy	21 +11	+110%	+$887	﹤0.01%	459
2019 Q4	$92K	Buy	10 +1	+11%	+$86	0.06%	357
2019 Q3	$1K	Sell	9 -8	-47%	-$640	﹤0.01%	1055
2019 Q2	$1K	Buy	17 +8	+89%	+$633	﹤0.01%	1077
2019 Q1	$1K	Buy	+9	New	+$649	﹤0.01%	1135
2018 Q3	$3K	Buy	55 +13	+31%	+$862	﹤0.01%	863
2018 Q2	$3K	Sell	42 -28	-40%	-$1.84K	﹤0.01%	897
2018 Q1	$4K	Buy	+70	New	+$4.34K	﹤0.01%	791