United Asset Strategies’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	$4.07M	Sell	10,849 -178	-2%	-$66.7K	0.35%	65
2025 Q1	$3.61M	Sell	11,027 -184	-2%	-$60.2K	0.33%	67
2024 Q4	$3.66M	Sell	11,211 -25	-0.2%	-$8.16K	0.34%	65
2024 Q3	$2.61M	Buy	11,236 +292	+3%	+$67.9K	0.24%	82
2024 Q2	$3.06M	Buy	+10,944	New	+$3.06M	0.3%	71