Sound Income Strategies’s LPL Financial LPLA Stock Holding History

Sound Income Strategies’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8	Closed	-$3.03K	–	2670
2025 Q4	$3.03K	Buy	+8	New	+$2.83K	﹤0.01%	2019
2025 Q3	–	Sell	-7	Closed	-$2.63K	–	1780
2025 Q2	$2.63K	Hold	7	–	–	﹤0.01%	1218
2025 Q1	$2.29K	Hold	7	–	–	﹤0.01%	1208
2024 Q4	$2.29K	Hold	7	–	–	﹤0.01%	1144
2024 Q3	$1.63K	Hold	7	–	–	﹤0.01%	1168
2024 Q2	$1.96K	Hold	7	–	–	﹤0.01%	1109
2024 Q1	$1.85K	Hold	7	–	–	﹤0.01%	1077
2023 Q4	$1.59K	Sell	7 -10	-59%	-$2.25K	﹤0.01%	1103
2023 Q3	$4.04K	Hold	17	–	–	﹤0.01%	790
2023 Q2	$3.7K	Hold	17	–	–	﹤0.01%	796
2023 Q1	$3.44K	Buy	17 +10	+143%	+$2.29K	﹤0.01%	756
2022 Q4	$1.51K	Hold	7	–	–	﹤0.01%	807
2022 Q3	$2K	Hold	7	–	–	﹤0.01%	717
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	820
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	812
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	787
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	764
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	801
2021 Q1	$995	Hold	7	–	–	﹤0.01%	837
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	798
2020 Q3	$1K	Buy	+7	New	+$556	﹤0.01%	753

Other funds holding LPLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return