Plante Moran Financial 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	$14.4K	Hold	48	–	–	﹤0.01%	478
2025 Q4	$17.1K	Hold	48	–	–	﹤0.01%	473
2025 Q3	$16K	Hold	48	–	–	﹤0.01%	497
2025 Q2	$18K	Hold	48	–	–	﹤0.01%	485
2025 Q1	$15.7K	Sell	48 -30	-38%	-$10.4K	﹤0.01%	512
2024 Q4	$25.5K	Buy	78 +30	+63%	+$8.87K	﹤0.01%	447
2024 Q3	$11.2K	Hold	48	–	–	﹤0.01%	596
2024 Q2	$13.4K	Hold	48	–	–	﹤0.01%	534
2024 Q1	$12.7K	Hold	48	–	–	﹤0.01%	567
2023 Q4	$10.9K	Hold	48	–	–	﹤0.01%	545
2023 Q3	$11.4K	Hold	48	–	–	﹤0.01%	515
2023 Q2	$10.4K	Hold	48	–	–	﹤0.01%	550
2023 Q1	$9.71K	Hold	48	–	–	﹤0.01%	567
2022 Q4	$10.4K	Sell	48 -26	-35%	-$6.08K	﹤0.01%	577
2022 Q3	$16K	Hold	74	–	–	﹤0.01%	504
2022 Q2	$14K	Hold	74	–	–	﹤0.01%	542
2022 Q1	$14K	Hold	74	–	–	﹤0.01%	554
2021 Q4	$12K	Hold	74	–	–	﹤0.01%	664
2021 Q3	$12K	Hold	74	–	–	﹤0.01%	663
2021 Q2	$10K	Hold	74	–	–	﹤0.01%	679
2021 Q1	$11K	Hold	74	–	–	﹤0.01%	633
2020 Q4	$8K	Buy	74 +26	+54%	+$2.34K	﹤0.01%	654
2020 Q3	$4K	Buy	+48	New	+$3.81K	﹤0.01%	718