LGT Fund Management’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,000	Closed	-$810K	–	133
2023 Q1	$810K	Sell	4,000 -6,000	-60%	-$1.21M	0.34%	69
2022 Q4	$2.16M	Hold	10,000	–	–	0.93%	42
2022 Q3	$2.19M	Hold	10,000	–	–	1.03%	34
2022 Q2	$1.85M	Buy	+10,000	New	+$1.85M	0.27%	95