Anchor Investment Management’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.27M	Buy	10,884 +218	+2%	+$73.1K	0.27%	97
2025 Q4	$3.81M	Buy	10,666 +397	+4%	+$140K	0.31%	87
2025 Q3	$3.42M	Sell	10,269 -89	-0.9%	-$32.3K	0.28%	94
2025 Q2	$3.88M	Buy	10,358 +587	+6%	+$206K	0.34%	77
2025 Q1	$3.2M	Buy	9,771 +74	+0.8%	+$25.8K	0.3%	91
2024 Q4	$3.17M	Buy	9,697 +28	+0.3%	+$8.28K	0.3%	90
2024 Q3	$2.25M	Buy	9,669 +1,304	+16%	+$294K	0.21%	120
2024 Q2	$2.34M	Buy	8,365 +664	+9%	+$180K	0.24%	108
2024 Q1	$2.03M	Buy	7,701 +555	+8%	+$140K	0.21%	118
2023 Q4	$1.63M	Buy	7,146 +3,892	+120%	+$875K	0.19%	129
2023 Q3	$773K	Buy	3,254 +420	+15%	+$97.5K	0.1%	184
2023 Q2	$616K	Buy	+2,834	New	+$568K	0.08%	206