PSI Advisors’s LPL Financial LPLA Stock Holding History

PSI Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$16.4K	Hold
2024 Q4	$16.3K	Hold
2024 Q3	$11.6K	Hold
2024 Q2	$14K	Hold
2024 Q1	$13.2K	Hold
2023 Q4	$11.4K	Hold
2023 Q3	$11.9K	Hold
2023 Q2	$10.9K	Hold
2023 Q1	$10.1K	Buy