Shelton Wealth Management’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	$1.17M	Buy	3,129 +90	+3%	+$33.7K	0.57%	65
2025 Q1	$994K	Sell	3,039 -283	-9%	-$92.6K	0.54%	58
2024 Q4	$1.08M	Buy	+3,322	New	+$1.08M	0.56%	59