Fortis Capital Advisors’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	-2,722	Closed	-$611K	–	280
2024 Q4	$611K	Buy	+2,722	New	+$611K	0.21%	96
2024 Q3	–	Sell	-2,950	Closed	-$824K	–	192
2024 Q2	$824K	Buy	2,950 +981	+50%	+$274K	0.3%	68
2024 Q1	$520K	Buy	+1,969	New	+$520K	0.22%	83