INTECH Investment 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
2026 Q1	$1.04M	Sell	3,463 -648	-16%	-$217K	0.01%	998
2025 Q4	$1.47M	Sell	4,111 -1,642	-29%	-$581K	0.01%	909
2025 Q3	$1.91M	Buy	5,753 +1,620	+39%	+$587K	0.02%	800
2025 Q2	$1.55M	Sell	4,133 -230	-5%	-$80.6K	0.01%	931
2025 Q1	$1.43M	Sell	4,363 -2,450	-36%	-$853K	0.01%	973
2024 Q4	$2.22M	Sell	6,813 -85,186	-93%	-$25.2M	0.02%	651
2024 Q3	$21.4M	Buy	91,999 +66,932	+267%	+$15.1M	0.24%	74
2024 Q2	$7M	Sell	25,067 -16,783	-40%	-$4.56M	0.09%	207
2024 Q1	$11.1M	Buy	41,850 +11,703	+39%	+$2.95M	0.16%	126
2023 Q4	$6.86M	Sell	30,147 -2,641	-8%	-$594K	0.1%	204
2023 Q3	$7.79M	Buy	32,788 +10,119	+45%	+$2.35M	0.11%	194
2023 Q2	$4.93M	Buy	22,669 +926	+4%	+$185K	0.05%	277
2023 Q1	$4.4M	Sell	21,743 -4,393	-17%	-$1M	0.04%	386
2022 Q4	$5.65M	Sell	26,136 -3,135	-11%	-$733K	0.04%	364
2022 Q3	$6.4M	Buy	29,271 +25,520	+680%	+$5.43M	0.05%	332
2022 Q2	$692K	Buy	+3,751	New	+$712K	﹤0.01%	575