Golden State Wealth Management’s LPL Financial LPLA Stock Holding History

Golden State Wealth Management’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$187K	Hold
2025 Q1	$164K	Hold
2024 Q4	$163K	Buy
2020 Q2	–	Sell
2020 Q1	$25K	Buy
2019 Q4	–	Sell
2019 Q3	$48K	Sell
2019 Q2	$49K	Buy
2019 Q1	$36K	Buy