Independent Advisor Alliance’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	$1.51M	Sell	5,035 -223	-4%	-$74.8K	0.02%	644
2025 Q4	$1.88M	Sell	5,258 -83	-2%	-$29.4K	0.05%	319
2025 Q3	$1.78M	Buy	5,341 +1,566	+41%	+$568K	0.05%	320
2025 Q2	$1.42M	Buy	3,775 +52	+1%	+$18.2K	0.04%	346
2025 Q1	$1.22M	Buy	3,723 +260	+8%	+$90.5K	0.04%	339
2024 Q4	$1.13M	Sell	3,463 -1,239	-26%	-$366K	0.02%	698
2024 Q3	$1.09M	Buy	4,702 +952	+25%	+$215K	0.04%	317
2024 Q2	$1.05M	Sell	3,750 -215	-5%	-$58.4K	0.04%	319
2024 Q1	$1.05M	Sell	3,965 -43	-1%	-$10.9K	0.04%	312
2023 Q4	$912K	Sell	4,008 -921	-19%	-$207K	0.03%	325
2023 Q3	$1.17M	Buy	4,929 +131	+3%	+$30.4K	0.05%	272
2023 Q2	$1.04M	Buy	4,798 +292	+6%	+$58.5K	0.05%	298
2023 Q1	$912K	Buy	+4,506	New	+$1.03M	0.04%	298
2022 Q4	–	Sell	-3,260	Closed	-$712K	–	531
2022 Q3	$712K	Sell	3,260 -95	-3%	-$20.2K	0.04%	306
2022 Q2	$619K	Sell	3,355 -199	-6%	-$37.8K	0.03%	333
2022 Q1	$649K	Sell	3,554 -49	-1%	-$8.53K	0.03%	344
2021 Q4	$577K	Sell	3,603 -207	-5%	-$34.2K	0.03%	360
2021 Q3	$597K	Buy	3,810 +478	+14%	+$68.7K	0.03%	340
2021 Q2	$450K	Buy	3,332 +144	+5%	+$20.9K	0.02%	413
2021 Q1	$453K	Sell	3,188 -1,097	-26%	-$140K	0.03%	393
2020 Q4	$447K	Sell	4,285 -594	-12%	-$53.4K	0.03%	363
2020 Q3	$374K	Sell	4,879 -1,274	-21%	-$101K	0.03%	348
2020 Q2	$482K	Buy	6,153 +680	+12%	+$45.4K	0.05%	276
2020 Q1	$298K	Buy	5,473 +1,046	+24%	+$84.3K	0.04%	282
2019 Q4	$408K	Buy	4,427 +121	+3%	+$10.4K	0.02%	584
2019 Q3	$353K	Buy	4,306 +576	+15%	+$46.1K	0.04%	301
2019 Q2	$304K	Buy	3,730 +487	+15%	+$38.5K	0.04%	295
2019 Q1	$226K	Buy	+3,243	New	+$234K	0.03%	379