Stratos Investment 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
$257K Buy
686
+11
+2% +$4.13K 0.01% 318
2025
Q1
$221K Hold
675
0.01% 293
2024
Q4
$220K Buy
+675
New +$220K 0.01% 256