PUREfi Wealth’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
$262K Buy
699
+73
+12% +$27.4K 0.21% 128
2025
Q1
$205K Buy
+626
New +$205K 0.2% 132