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Potentia Wealth’s LPL Financial LPLA Stock Holding History

Potentia Wealth’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$592K Hold
1,578
– – 0.34% 34
2025
Q1 		$516K Buy
1,578
+1
+0.1% +$327 0.24% 51
2024
Q4 		$515K Buy
+1,577
New +$515K 0.23% 58