GC Wealth Management RIA’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	$223K	Buy	+595	New	+$223K	0.02%	498
2025 Q1	–	Sell	-663	Closed	-$216K	–	319
2024 Q4	$216K	Buy	+663	New	+$216K	0.04%	272
2024 Q3	–	Sell	-728	Closed	-$203K	–	300
2024 Q2	$203K	Buy	+728	New	+$203K	0.04%	261