Sterling 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	$1.94M	Sell	6,452 -1,824	-22%	-$612K	0.04%	342
2025 Q4	$2.96M	Buy	8,276 +1,330	+19%	+$470K	0.05%	285
2025 Q3	$2.31M	Sell	6,946 -8,085	-54%	-$2.93M	0.03%	340
2025 Q2	$5.64M	Sell	15,031 -127	-0.8%	-$44.5K	0.08%	171
2025 Q1	$4.96M	Buy	15,158 +2,155	+17%	+$750K	0.08%	163
2024 Q4	$4.25M	Buy	13,003 +491	+4%	+$145K	0.06%	256
2024 Q3	$2.91M	Buy	+12,512	New	+$2.82M	0.04%	309
2019 Q3	$2.18M	Sell	26,630 -9,150	-26%	-$732K	0.02%	397
2019 Q2	$2.92M	Sell	35,780 -4,000	-10%	-$316K	0.03%	340
2019 Q1	$2.77M	Buy	39,780 +350	+0.9%	+$25.2K	0.03%	341
2018 Q4	$2.41M	Buy	39,430 +34,100	+640%	+$2.08M	0.03%	344
2018 Q3	$344K	Hold	5,330	–	–	﹤0.01%	809
2018 Q2	$349K	Buy	+5,330	New	+$350K	﹤0.01%	781
2014 Q4	–	Sell	-27,441	Closed	-$1.26M	–	936
2014 Q3	$1.26M	Sell	27,441 -7,453	-21%	-$359K	0.02%	550
2014 Q2	$1.74M	Sell	34,894 -3,332	-9%	-$162K	0.02%	400
2014 Q1	$2.01M	Buy	38,226 +731	+2%	+$38.6K	0.02%	330
2013 Q4	$1.76M	Buy	+37,495	New	+$1.57M	0.02%	271