LPL Financial’s Dakota Gold DC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Buy
79,383
+20,133
+34% +$74.3K ﹤0.01% 4681
2025
Q1
$157K Sell
59,250
-50,449
-46% -$134K ﹤0.01% 4804
2024
Q4
$241K Buy
109,699
+500
+0.5% +$1.1K ﹤0.01% 4586
2024
Q3
$258K Buy
109,199
+52,149
+91% +$123K ﹤0.01% 4458
2024
Q2
$145K Buy
+57,050
New +$145K ﹤0.01% 4563