Corient Capital Partners’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$370K	Hold	2,007	–	–	0.03%	406
2022 Q2	$370K	Buy	2,007 +302	+18%	+$55.7K	0.03%	421
2022 Q1	$311K	Buy	1,705 +375	+28%	+$68.4K	0.02%	528
2021 Q4	$213K	Buy	+1,330	New	+$213K	0.01%	640