Mattson Financial Services’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	–	Sell	-594	Closed	-$194K	–	273
2025 Q1	$194K	Buy	594 +78	+15%	+$25.5K	0.06%	144
2024 Q4	$120K	Sell	516 -1,074	-68%	-$250K	0.04%	146
2024 Q3	$444K	Sell	1,590 -22	-1%	-$6.15K	0.16%	131
2024 Q2	$450K	Buy	+1,612	New	+$450K	0.16%	131