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Impact Capital Partners’s LPL Financial LPLA Stock Holding History

Impact Capital Partners’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.07M Sell
2,850
-92
-3% -$34.5K 0.35% 67
2025
Q1 		$962K Buy
2,942
+59
+2% +$19.3K 0.35% 69
2024
Q4 		$941K Buy
+2,883
New +$941K 0.34% 74