Global Financial Private Client’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
-49
Closed -$16K 1000
2025
Q1
$16K Buy
49
+7
+17% +$2.29K 0.01% 486
2024
Q4
$13.7K Buy
42
+4
+11% +$1.31K 0.01% 491
2024
Q3
$8.84K Buy
+38
New +$8.84K ﹤0.01% 575