Presidio Capital Management’s LPL Financial LPLA Stock Holding History

Presidio Capital Management’s Portfolio LPLA Stock Details LPLA Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$761K	Buy
2022 Q4	–	Sell
2022 Q3	$262K	Buy
2022 Q2	$203K	Sell
2022 Q1	$202K	Buy