GW&K Investment Management’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$20M	Sell	53,431 -345	-0.6%	-$129K	0.18%	201
2025 Q1	$17.6M	Buy	+53,776	New	+$17.6M	0.16%	215
2021 Q4	–	Sell	-950	Closed	-$149K	–	392
2021 Q3	$149K	Buy	950 +250	+36%	+$39.2K	﹤0.01%	344
2021 Q2	$94K	Buy	+700	New	+$94K	﹤0.01%	344