TD Private Client Wealth’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	$2.11M	Sell	7,008 -2,515	-26%	-$844K	0.04%	242
2025 Q4	$3.4M	Sell	9,523 -3,932	-29%	-$1.39M	0.07%	180
2025 Q3	$4.48M	Sell	13,455 -779	-5%	-$282K	0.1%	141
2025 Q2	$5.34M	Buy	14,234 +2,168	+18%	+$760K	0.13%	113
2025 Q1	$3.95M	Sell	12,066 -526	-4%	-$183K	0.11%	132
2024 Q4	$4.11M	Buy	12,592 +513	+4%	+$152K	0.12%	131
2024 Q3	$2.81M	Buy	12,079 +1,193	+11%	+$269K	0.08%	192
2024 Q2	$3.04M	Sell	10,886 -3,291	-23%	-$893K	0.1%	154
2024 Q1	$3.75M	Buy	14,177 +994	+8%	+$251K	0.12%	134
2023 Q4	$3M	Sell	13,183 -480	-4%	-$108K	0.11%	156
2023 Q3	$3.25M	Sell	13,663 -1,825	-12%	-$424K	0.14%	144
2023 Q2	$3.37M	Buy	15,488 +3,761	+32%	+$753K	0.15%	147
2023 Q1	$2.37M	Sell	11,727 -723	-6%	-$165K	0.11%	195
2022 Q4	$2.69M	Sell	12,450 -5,454	-30%	-$1.27M	0.13%	163
2022 Q3	$3.91M	Sell	17,904 -633	-3%	-$135K	0.2%	114
2022 Q2	$3.42M	Buy	18,537 +88	+0.5%	+$16.7K	0.17%	132
2022 Q1	$3.37M	Buy	18,449 +2,086	+13%	+$363K	0.14%	153
2021 Q4	$2.62M	Sell	16,363 -537	-3%	-$88.6K	0.11%	192
2021 Q3	$2.65M	Sell	16,900 -194	-1%	-$27.9K	0.11%	183
2021 Q2	$2.31M	Buy	17,094 +178	+1%	+$25.9K	0.1%	213
2021 Q1	$2.4M	Buy	+16,916	New	+$2.16M	0.11%	194