Okabena Investment 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	$575K	Sell	1,533 -207	-12%	-$77.6K	0.13%	93
2025 Q1	$569K	Buy	1,740 +170	+11%	+$55.6K	0.14%	93
2024 Q4	$513K	Buy	+1,570	New	+$513K	0.14%	91