Transamerica Financial Advisors’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	$80K	Buy	266 +210	+375%	+$70.5K	0.01%	573
2025 Q4	$19.9K	Buy	56 +5	+10%	+$1.77K	﹤0.01%	724
2025 Q3	$16.9K	Buy	51 +50	+5,000%	+$18.1K	﹤0.01%	634
2025 Q2	$247	Hold	1	–	–	﹤0.01%	476
2025 Q1	$1K	Hold	1	–	–	﹤0.01%	510
2024 Q4	$1K	Hold	1	–	–	﹤0.01%	501
2024 Q3	$1K	Sell	1 -554	-100%	-$125K	﹤0.01%	507
2024 Q2	$155K	Hold	555	–	–	0.02%	206
2024 Q1	$147K	Sell	555 -2,205	-80%	-$557K	0.02%	232
2023 Q4	$629K	Sell	2,760 -198	-7%	-$44.5K	0.09%	154
2023 Q3	$703K	Sell	2,958 -244	-8%	-$56.7K	0.1%	146
2023 Q2	$697K	Buy	3,202 +533	+20%	+$107K	0.09%	157
2023 Q1	$541K	Buy	+2,669	New	+$610K	0.07%	171