Talon Private Wealth’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	$1.5K	Buy	+4	New	+$1.5K	﹤0.01%	292
2025 Q1	–	Sell	-2	Closed	-$653	–	247
2024 Q4	$653	Hold	2	–	–	﹤0.01%	282
2024 Q3	$465	Buy	+2	New	+$465	﹤0.01%	292