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Paragon Advisors’s LPL Financial LPLA Stock Holding History

Paragon Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,370
Closed -$1.04M – 120
2023
Q3 		$1.04M Sell
4,370
-2,431
-36% -$577K 0.43% 57
2023
Q2 		$1.48M Sell
6,801
-5,301
-44% -$1.15M 0.48% 54
2023
Q1 		$2.45M Buy
+12,102
New +$2.45M 0.82% 34