Quantum Financial Advisors’s LPL Financial LPLA Stock Holding History

Quantum Financial Advisors’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
2026 Q1	–	Sell
2025 Q4	$228K	Buy
2025 Q3	$212K	Hold
2025 Q2	$238K	Hold
2025 Q1	$208K	Hold
2024 Q4	$208K	Buy