LPL Financial
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LPL Financial’s TaskUs TASK Stock Holding History

LPL Financial’s Portfolio TASK Stock Details TASK Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.09M Buy
2024
Q2 		– Sell
2024
Q1 		$139K Buy
2022
Q4 		– Sell
2022
Q3 		$181K Sell
2022
Q2 		$336K Buy
2022
Q1 		– Sell
2021
Q4 		$700K Buy
2021
Q3 		$815K Sell
2021
Q2 		$493K Buy