Bell 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	$12.9K	Sell	43 -16	-27%	-$5.37K	﹤0.01%	592
2025 Q4	$21.1K	Buy	59 +12	+26%	+$4.24K	﹤0.01%	436
2025 Q3	$15.6K	Sell	47 -14	-23%	-$5.08K	﹤0.01%	488
2025 Q2	$22.9K	Buy	61 +4	+7%	+$1.4K	﹤0.01%	389
2025 Q1	$18.6K	Hold	57	–	–	﹤0.01%	407
2024 Q4	$18.6K	Buy	57 +4	+8%	+$1.18K	﹤0.01%	407
2024 Q3	$12.3K	Sell	53 -4	-7%	-$901	﹤0.01%	542
2024 Q2	$15.9K	Buy	57 +2	+4%	+$543	﹤0.01%	450
2024 Q1	$14.5K	Hold	55	–	–	﹤0.01%	455
2023 Q4	$12.5K	Sell	55 -2	-4%	-$450	﹤0.01%	481
2023 Q3	$13.5K	Sell	57 -4	-7%	-$929	﹤0.01%	400
2023 Q2	$13.3K	Buy	61 +5	+9%	+$1K	﹤0.01%	416
2023 Q1	$11.3K	Buy	56 +4	+8%	+$914	﹤0.01%	444
2022 Q4	$11.2K	Sell	52 -2	-4%	-$468	﹤0.01%	450
2022 Q3	$12K	Buy	54 +8	+17%	+$1.7K	﹤0.01%	367
2022 Q2	$8K	Buy	+46	New	+$8.74K	﹤0.01%	504
2021 Q4	$5K	Hold	31	–	–	﹤0.01%	772
2021 Q3	$5K	Buy	+31	New	+$4.45K	﹤0.01%	720