Prana Capital Management’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	$74.3M	Buy	+247,123	New	+$82.9M	2.28%	13
2025 Q4	–	Sell	-8,607	Closed	-$2.86M	–	132
2025 Q3	$2.86M	Buy	8,607 +4,410	+105%	+$1.6M	0.1%	77
2025 Q2	$1.57M	Buy	+4,197	New	+$1.47M	0.06%	89
2024 Q4	–	Sell	-18,876	Closed	-$4.39M	–	111
2024 Q3	$4.39M	Buy	18,876 +4,889	+35%	+$1.1M	0.2%	66
2024 Q2	$3.91M	Buy	+13,987	New	+$3.8M	0.19%	68
2024 Q1	–	Sell	-34,852	Closed	-$7.93M	–	99
2023 Q4	$7.93M	Buy	+34,852	New	+$7.83M	0.47%	53
2023 Q3	–	Sell	-63,829	Closed	-$13.9M	–	102
2023 Q2	$13.9M	Buy	63,829 +37,761	+145%	+$7.56M	0.93%	35
2023 Q1	$5.28M	Buy	+26,068	New	+$5.96M	0.45%	50
2020 Q3	–	Sell	-91,276	Closed	-$7.16M	–	60
2020 Q2	$7.16M	Sell	91,276 -13,830	-13%	-$924K	0.97%	31
2020 Q1	$5.72M	Buy	+105,106	New	+$8.47M	1.67%	21
2019 Q1	–	Sell	-154,018	Closed	-$9.41M	–	60
2018 Q4	$9.41M	Buy	154,018 +113,418	+279%	+$6.91M	2.02%	17
2018 Q3	$2.62M	Buy	+40,600	New	+$2.69M	0.57%	31
2018 Q2	–	Sell	-63,760	Closed	-$3.89M	–	52
2018 Q1	$3.89M	Buy	+63,760	New	+$3.95M	1.15%	30