HBK Sorce Advisory’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,018
Closed -$220K 740
2022
Q4
$220K Buy
+1,018
New +$220K 0.01% 632