Beacon Investment Advisors’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	$2.8M	Sell	9,291 -96	-1%	-$32.2K	1.06%	27
2025 Q4	$3.35M	Buy	9,387 +27	+0.3%	+$9.55K	1.35%	16
2025 Q3	$3.11M	Buy	9,360 +17	+0.2%	+$6.16K	1.27%	21
2025 Q2	$3.41M	Buy	9,343 +10	+0.1%	+$3.5K	1.47%	18
2025 Q1	$3.05M	Sell	9,333 -1	-0%	-$348	1.44%	17
2024 Q4	$3.05M	Buy	9,334 +3	+0%	+$887	1.43%	19
2024 Q3	$2.17M	Buy	9,331 +97	+1%	+$21.9K	1.03%	25
2024 Q2	$2.58M	Buy	9,234 +3	+0%	+$814	1.32%	17
2024 Q1	$2.44M	Buy	9,231 +112	+1%	+$28.3K	1.39%	19
2023 Q4	$2.08M	Buy	9,119 +4	+0%	+$899	1.33%	19
2023 Q3	$2.17M	Sell	9,115 -7,508	-45%	-$1.74M	1.53%	18
2023 Q2	$3.61M	Buy	16,623 +11,794	+244%	+$2.36M	2.47%	7
2023 Q1	$977K	Buy	+4,829	New	+$1.1M	0.71%	47