TS Financial Group (TSFG)’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	$261K	Hold	866	–	–	0.04%	156
2025 Q4	$309K	Buy	866 +1	+0.1%	+$354	0.05%	147
2025 Q3	$288K	Hold	865	–	–	0.05%	153
2025 Q2	$324K	Buy	865 +1	+0.1%	+$350	0.06%	137
2025 Q1	$283K	Hold	864	–	–	0.06%	131
2024 Q4	$282K	Buy	864 +1	+0.1%	+$296	0.06%	129
2024 Q3	$201K	Hold	863	–	–	0.04%	148
2024 Q2	$241K	Buy	863 +1	+0.1%	+$271	0.06%	132
2024 Q1	$228K	Hold	862	–	–	0.06%	135
2023 Q4	$196K	Buy	862 +1	+0.1%	+$225	0.06%	137
2023 Q3	$205K	Buy	861 +1	+0.1%	+$232	0.07%	130
2023 Q2	$187K	Buy	860 +1	+0.1%	+$200	0.07%	136
2023 Q1	$174K	Buy	859 +1	+0.1%	+$229	0.06%	137
2022 Q4	$186K	Hold	858	–	–	0.07%	132
2022 Q3	$187K	Buy	858 +1	+0.1%	+$213	0.09%	120
2022 Q2	$158K	Buy	857 +1	+0.1%	+$190	0.07%	138
2022 Q1	$156K	Buy	856 +1	+0.1%	+$174	0.06%	153
2021 Q4	$137K	Buy	855 +198	+30%	+$32.7K	0.05%	170
2021 Q3	$103K	Buy	657 +1	+0.2%	+$144	0.04%	208
2021 Q2	$89K	Buy	656 +1	+0.2%	+$145	0.04%	229
2021 Q1	$93K	Buy	655 +214	+49%	+$27.3K	0.05%	179
2020 Q4	$46K	Buy	441 +1	+0.2%	+$90	0.02%	262
2020 Q3	$34K	Buy	440 +2	+0.5%	+$159	0.02%	273
2020 Q2	$34K	Buy	438 +1	+0.2%	+$67	0.02%	267
2020 Q1	$24K	Buy	437 +2	+0.5%	+$161	0.02%	273
2019 Q4	$40K	Buy	435 +1	+0.2%	+$86	0.03%	256
2019 Q3	$36K	Buy	434 +249	+135%	+$19.9K	0.03%	254
2019 Q2	$15K	Hold	185	–	–	0.01%	346
2019 Q1	$13K	Buy	+185	New	+$13.3K	0.01%	359