SVB Wealth’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	–	Sell	-276	Closed	-$90.3K	–	1136
2025 Q1	$90.3K	Buy	+276	New	+$90.3K	﹤0.01%	424
2022 Q3	–	Sell	-6,303	Closed	-$1.16M	–	1009
2022 Q2	$1.16M	Buy	+6,303	New	+$1.16M	0.02%	297