Focus Partners Advisor Solutions’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	$20.7M	Sell	68,815 -30,995	-31%	-$10.4M	0.21%	57
2025 Q4	$35.6M	Sell	99,810 -99,170	-50%	-$35.1M	0.44%	34
2025 Q3	$74.7M	Buy	198,980 +87,011	+78%	+$31.5M	0.85%	25
2025 Q2	$42M	Sell	111,969 -977	-0.9%	-$342K	0.56%	32
2025 Q1	$36.9M	Buy	112,946 +8,417	+8%	+$2.93M	0.56%	30
2024 Q4	$34.1M	Sell	104,529 -43,940	-30%	-$13M	0.58%	29
2024 Q3	$34.5M	Buy	148,469 +623	+0.4%	+$140K	0.73%	26
2024 Q2	$41.3M	Buy	+147,846	New	+$40.1M	1.08%	17
2024 Q1	–	Sell	-17,865	Closed	-$4.07M	–	620
2023 Q4	$4.07M	Buy	17,865 +30	+0.2%	+$6.74K	0.2%	55
2023 Q3	$4.24M	Buy	+17,835	New	+$4.14M	0.21%	54
2023 Q2	–	Sell	-32,852	Closed	-$6.65M	–	395
2023 Q1	$6.65M	Buy	32,852 +3,313	+11%	+$757K	0.43%	36
2022 Q4	$6.39M	Buy	29,539 +2,758	+10%	+$645K	0.49%	33
2022 Q3	$5.85M	Buy	+26,781	New	+$5.7M	0.35%	34
2022 Q2	–	Sell	-17,809	Closed	-$3.25M	–	373
2022 Q1	$3.25M	Buy	+17,809	New	+$3.1M	0.32%	47