Sterling Group Wealth 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	$1.77M	Buy	5,869 +42	+0.7%	+$14.1K	0.84%	15
2025 Q4	$2.08M	Sell	5,827 -140	-2%	-$49.5K	1.01%	14
2025 Q3	$1.99M	Hold	5,967	–	–	0.98%	15
2025 Q2	$2.24M	Sell	5,967 -568	-9%	-$199K	1.24%	13
2025 Q1	$2.14M	Sell	6,535 -30	-0.5%	-$10.4K	1.15%	13
2024 Q4	$2.14M	Sell	6,565 -64	-1%	-$18.9K	1.11%	14
2024 Q3	$1.54M	Hold	6,629	–	–	0.82%	14
2024 Q2	$1.85M	Buy	+6,629	New	+$1.8M	1.06%	14
2024 Q1	–	Sell	-6,734	Closed	-$1.53M	–	26
2023 Q4	$1.53M	Sell	6,734 -118	-2%	-$26.5K	1.19%	13
2023 Q3	$1.63M	Sell	6,852 -140	-2%	-$32.5K	1.54%	10
2023 Q2	$1.52M	Buy	6,992 +5	+0.1%	+$1K	1.32%	12
2023 Q1	$1.41M	Buy	6,987 +79	+1%	+$18.1K	1.33%	11
2022 Q4	$1.49M	Buy	+6,908	New	+$1.61M	1.47%	11