Tidemark’s LPL Financial LPLA Stock Holding History

Tidemark’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 Q2	$31.5K	Buy
2025 Q1	$6.54K	Buy
2024 Q2	–	Sell
2024 Q1	$124K	Hold
2023 Q4	$107K	Buy