Sagespring Wealth Partners’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	$530K	Buy	1,414 +76	+6%	+$28.5K	0.01%	427
2025 Q1	$438K	Buy	1,338 +4	+0.3%	+$1.31K	0.01%	421
2024 Q4	$436K	Buy	+1,334	New	+$436K	0.01%	380