Gateway Investment Advisers’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	$608K	Sell	2,020 -1,494	-43%	-$501K	0.01%	440
2025 Q4	$1.26M	Sell	3,514 -1	-0%	-$354	0.01%	347
2025 Q3	$1.17M	Hold	3,515	–	–	0.01%	319
2025 Q2	$1.32M	Buy	3,515 +337	+11%	+$118K	0.01%	293
2025 Q1	$1.04M	Buy	3,178 +307	+11%	+$107K	0.01%	322
2024 Q4	$937K	Sell	2,871 -1,019	-26%	-$301K	0.01%	328
2024 Q3	$905K	Hold	3,890	–	–	0.01%	336
2024 Q2	$1.09M	Sell	3,890 -1,189	-23%	-$323K	0.01%	311
2024 Q1	$1.34M	Buy	5,079 +84	+2%	+$21.2K	0.02%	302
2023 Q4	$1.14M	Hold	4,995	–	–	0.01%	311
2023 Q3	$1.19M	Hold	4,995	–	–	0.01%	297
2023 Q2	$1.09M	Sell	4,995 -5,329	-52%	-$1.07M	0.01%	309
2023 Q1	$2.09M	Sell	10,324 -8,289	-45%	-$1.89M	0.03%	287
2022 Q4	$4.02M	Buy	+18,613	New	+$4.35M	0.05%	238