Sheets Smith Wealth Management’s LPL Financial LPLA Stock Holding History

Sheets Smith Wealth Management’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$682K	Buy
2019 Q3	–	Sell
2019 Q2	$774K	Sell
2019 Q1	$670K	Buy
2018 Q4	–	Sell
2018 Q3	$488K	Buy
2018 Q2	$490K	Buy
2018 Q1	$445K	Buy