Personal CFO Solutions’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	$222K	Buy	+593	New	+$222K	0.04%	435
2023 Q1	–	Sell	-1,262	Closed	-$273K	–	495
2022 Q4	$273K	Buy	+1,262	New	+$273K	0.06%	331