TFC Financial Management’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1
Closed -$280 1057
2024
Q2
$280 Hold
1
﹤0.01% 706
2024
Q1
$265 Buy
+1
New +$265 ﹤0.01% 698
2023
Q2
Sell
-74
Closed -$15K 703
2023
Q1
$15K Buy
+74
New +$15K ﹤0.01% 337