Security Financial Services’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	$218K	Sell	581 -78	-12%	-$29.2K	0.04%	177
2025 Q1	$216K	Buy	659 +2	+0.3%	+$654	0.04%	164
2024 Q4	$215K	Buy	+657	New	+$215K	0.04%	163