Summit Trail Advisors’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.47M	Sell	6,584 -71	-1%	-$26.6K	0.04%	222
2025 Q1	$2.18M	Buy	6,655 +4,833	+265%	+$1.58M	0.07%	88
2024 Q4	$595K	Buy	+1,822	New	+$595K	0.02%	190
2018 Q1	–	Sell	-215	Closed	-$13K	–	1139
2017 Q4	$13K	Buy	+215	New	+$13K	﹤0.01%	1154