Jackson Grant 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	$54.5K	Hold	181	–	–	0.02%	196
2025 Q4	$64.6K	Hold	181	–	–	0.02%	186
2025 Q3	$60.2K	Hold	181	–	–	0.02%	190
2025 Q2	$67.9K	Hold	181	–	–	0.02%	163
2025 Q1	$59.2K	Hold	181	–	–	0.02%	167
2024 Q4	$59.1K	Hold	181	–	–	0.02%	171
2024 Q3	$42.1K	Hold	181	–	–	0.02%	189
2024 Q2	$50.6K	Hold	181	–	–	0.02%	179
2024 Q1	$47.8K	Hold	181	–	–	0.02%	177
2023 Q4	$41.2K	Hold	181	–	–	0.02%	185
2023 Q3	$43K	Hold	181	–	–	0.02%	173
2023 Q2	$39.4K	Hold	181	–	–	0.02%	182
2023 Q1	$36.6K	Hold	181	–	–	0.02%	207
2022 Q4	$39.1K	Hold	181	–	–	0.02%	199
2022 Q3	$40K	Hold	181	–	–	0.02%	197
2022 Q2	$33K	Hold	181	–	–	0.02%	225
2022 Q1	$33K	Hold	181	–	–	0.01%	242
2021 Q4	$29K	Hold	181	–	–	0.01%	208
2021 Q3	$28K	Hold	181	–	–	0.01%	262
2021 Q2	$24K	Buy	181 +14	+8%	+$2.04K	0.01%	276
2021 Q1	$24K	Buy	+167	New	+$21.3K	0.01%	271