Institutional & Family Asset Management’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$838	Hold	3	–	–	﹤0.01%	659
2024 Q1	$793	Sell	3 -3	-50%	-$757	﹤0.01%	658
2023 Q4	$1.37K	Hold	6	–	–	﹤0.01%	587
2023 Q3	$1.43K	Hold	6	–	–	﹤0.01%	583
2023 Q2	$1.3K	Hold	6	–	–	﹤0.01%	599
2023 Q1	$1.21K	Hold	6	–	–	﹤0.01%	608
2022 Q4	$1.3K	Hold	6	–	–	﹤0.01%	587
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	649
2022 Q2	$1K	Sell	6 -3	-33%	-$570	﹤0.01%	666
2022 Q1	$2K	Hold	9	–	–	﹤0.01%	651
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	730
2021 Q3	$1K	Sell	9 -6	-40%	-$862	﹤0.01%	847
2021 Q2	$2K	Hold	15	–	–	﹤0.01%	828
2021 Q1	$2K	Sell	15 -9	-38%	-$1.15K	﹤0.01%	803
2020 Q4	$3K	Sell	24 -1	-4%	-$90	﹤0.01%	711
2020 Q3	$2K	Buy	25 +11	+79%	+$873	﹤0.01%	709
2020 Q2	$1K	Buy	+14	New	+$935	﹤0.01%	786