Founders Financial Alliance’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	–	Sell	-753	Closed	-$246K	–	594
2025 Q1	$246K	Buy	+753	New	+$246K	0.06%	294
2020 Q4	–	Sell	-300	Closed	-$23K	–	891
2020 Q3	$23K	Buy	+300	New	+$23K	0.01%	540