Impact Investors’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
$451K Sell
1,203
-2
-0.2% -$750 0.32% 60
2025
Q1
$394K Hold
1,205
0.31% 62
2024
Q4
$393K Buy
+1,205
New +$393K 0.31% 65