Center for Financial Planning’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	$9.09K	Hold	30	–	–	﹤0.01%	505
2025 Q4	$10.8K	Hold	30	–	–	﹤0.01%	486
2025 Q3	$10K	Hold	30	–	–	﹤0.01%	489
2025 Q2	$11.3K	Hold	30	–	–	﹤0.01%	457
2025 Q1	$9.85K	Hold	30	–	–	﹤0.01%	473
2024 Q4	$9.82K	Hold	30	–	–	﹤0.01%	423
2024 Q3	$6.99K	Hold	30	–	–	﹤0.01%	435
2024 Q2	$8.38K	Buy	+30	New	+$8.14K	﹤0.01%	415
2022 Q4	–	Sell	-22	Closed	-$5K	–	614
2022 Q3	$5K	Buy	+22	New	+$4.68K	﹤0.01%	428
2021 Q2	–	Sell	-78	Closed	-$11K	–	525
2021 Q1	$11K	Hold	78	–	–	﹤0.01%	374
2020 Q4	$8K	Hold	78	–	–	﹤0.01%	361
2020 Q3	$6K	Hold	78	–	–	﹤0.01%	349
2020 Q2	$6K	Sell	78 -141	-64%	-$9.42K	﹤0.01%	348
2020 Q1	$12K	Buy	219 +141	+181%	+$11.4K	﹤0.01%	301
2019 Q4	$7K	Buy	+78	New	+$6.69K	﹤0.01%	340