Rothschild Investment 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	$1.5K	Buy	4 +3	+300%	+$1.13K	﹤0.01%	2246
2025 Q1	$327	Hold	1	–	–	﹤0.01%	2743
2024 Q4	$327	Sell	1 -4	-80%	-$1.31K	﹤0.01%	2669
2024 Q3	$1.16K	Hold	5	–	–	﹤0.01%	2065
2024 Q2	$1.4K	Buy	+5	New	+$1.4K	﹤0.01%	1510