Parnassus Investments’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-56,840	Closed	-$15.9M	–	132
2024 Q2	$15.9M	Hold	56,840	–	–	0.03%	111
2024 Q1	$15M	Buy	56,840 +25,196	+80%	+$6.66M	0.03%	115
2023 Q4	$7.2M	Hold	31,644	–	–	0.02%	115
2023 Q3	$7.52M	Buy	+31,644	New	+$7.52M	0.02%	118