Washington Trust 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	$74.8K	Buy	199 +14	+8%	+$5.26K	0.01%	283
2025 Q1	$60.6K	Buy	+185	New	+$60.6K	0.01%	303
2022 Q1	–	Sell	-67	Closed	-$11K	–	1013
2021 Q4	$11K	Buy	+67	New	+$11K	﹤0.01%	719