Horizon Wealth Management’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	$246K	Sell	655 -20	-3%	-$7.5K	0.04%	91
2025 Q1	$221K	Buy	675 +54	+9%	+$17.7K	0.04%	93
2024 Q4	$203K	Buy	+621	New	+$203K	0.04%	96