Lifestyle Asset 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	$406K	Buy	1,082 +101	+10%	+$37.9K	0.19%	77
2025 Q1	$321K	Buy	981 +83	+9%	+$27.2K	0.18%	73
2024 Q4	$293K	Buy	+898	New	+$293K	0.16%	78