OneDigital Investment Advisors’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	$988K	Sell	3,286 -537	-14%	-$180K	0.01%	683
2025 Q4	$1.37M	Sell	3,823 -44	-1%	-$15.6K	0.01%	580
2025 Q3	$1.29M	Buy	3,867 +76	+2%	+$27.5K	0.01%	571
2025 Q2	$1.42M	Sell	3,791 -32	-0.8%	-$11.2K	0.02%	532
2025 Q1	$1.25M	Buy	3,823 +305	+9%	+$106K	0.01%	535
2024 Q4	$1.15M	Sell	3,518 -1,563	-31%	-$462K	0.01%	584
2024 Q3	$1.18M	Buy	5,081 +1,107	+28%	+$249K	0.01%	596
2024 Q2	$1.11M	Buy	3,974 +98	+3%	+$26.6K	0.01%	581
2024 Q1	$1.02M	Buy	3,876 +45	+1%	+$11.4K	0.02%	499
2023 Q4	$872K	Buy	3,831 +27	+0.7%	+$6.07K	0.02%	527
2023 Q3	$904K	Buy	3,804 +10	+0.3%	+$2.32K	0.02%	449
2023 Q2	$825K	Sell	3,794 -8	-0.2%	-$1.6K	0.02%	462
2023 Q1	$770K	Buy	+3,802	New	+$869K	0.02%	466
2018 Q4	–	Sell	-130	Closed	-$8K	–	1219
2018 Q3	$8K	Hold	130	–	–	﹤0.01%	875
2018 Q2	$9K	Hold	130	–	–	﹤0.01%	1073
2018 Q1	$8K	Hold	130	–	–	﹤0.01%	1077
2017 Q4	$7K	Buy	+130	New	+$6.84K	﹤0.01%	1038
2017 Q3	–	Sell	-130	Closed	-$6K	–	1115
2017 Q2	$6K	Buy	+130	New	+$5.28K	﹤0.01%	1025