Loring Wolcott & Coolidge Fiduciary Advisors’s LPL Financial LPLA Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5K	Buy
2021 Q3	–	Sell
2021 Q2	$2K	Buy
2017 Q3	–	Sell
2017 Q2	$6K	Buy