Retireful LLC’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
$875K Sell
2,334
-1,346
-37% -$505K 0.6% 60
2025
Q1
$1.24M Sell
3,680
-780
-17% -$263K 1.17% 25
2024
Q4
$1.46M Buy
+4,460
New +$1.46M 0.82% 56