Kingsview 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
$219K Buy
+583
New +$219K ﹤0.01% 1072
2025
Q1
Sell
-741
Closed -$242K 1146
2024
Q4
$242K Buy
+741
New +$242K ﹤0.01% 984