Heritage Family Offices’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	$764K	Hold	2,269	–	–	0.39%	64
2025 Q1	$742K	Buy	2,269 +520	+30%	+$170K	0.38%	64
2024 Q4	$571K	Buy	1,749 +22	+1%	+$7.18K	0.29%	79
2024 Q3	$402K	Buy	1,727 +15	+0.9%	+$3.49K	0.21%	100
2024 Q2	$478K	Buy	+1,712	New	+$478K	0.27%	78