LPL Financial’s Surf Air Mobility SRFM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$550K	Buy	+148,940	New	+$550K	﹤0.01%	4231
2024 Q2	–	Sell	-3,214	Closed	-$19K	–	5008
2024 Q1	$19K	Buy	+3,214	New	+$19K	﹤0.01%	4772