Matthew Hamilton Rosenberg’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	$3.01K	Hold	10	–	–	﹤0.01%	713
2025 Q4	$3.57K	Hold	10	–	–	﹤0.01%	718
2025 Q3	$3.33K	Hold	10	–	–	﹤0.01%	730
2025 Q2	$3.75K	Hold	10	–	–	﹤0.01%	744
2025 Q1	$3.27K	Hold	10	–	–	﹤0.01%	734
2024 Q4	$3.27K	Sell	10 -2	-17%	-$591	﹤0.01%	726
2024 Q3	$2.79K	Hold	12	–	–	﹤0.01%	733
2024 Q2	$3.38K	Hold	12	–	–	﹤0.01%	686
2024 Q1	$3.2K	Hold	12	–	–	﹤0.01%	728
2023 Q4	$2.73K	Hold	12	–	–	﹤0.01%	747
2023 Q3	$2.85K	Hold	12	–	–	﹤0.01%	733
2023 Q2	$2.61K	Hold	12	–	–	﹤0.01%	741
2023 Q1	$2.43K	Hold	12	–	–	﹤0.01%	780
2022 Q4	$2.59K	Hold	12	–	–	﹤0.01%	768
2022 Q3	$3K	Buy	+12	New	+$2.55K	﹤0.01%	749