LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Sterling Group Wealth Management, LLC's Holding History (CIK: 0001852307)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,827 Value ($000) $2,081 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 5,967 Value ($000) $1,985 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 5,967 Value ($000) $2,237 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 6,535 Value ($000) $2,138 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 6,565 Value ($000) $2,144 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 6,629 Value ($000) $1,542 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 6,629 Value ($000) $1,851 Avg Close $271.44 Range $255.64 - $289.88
Q4 2023
Shares 6,734 Value ($000) $1,533 Avg Close $224.79 Range $200.18 - $241.72
Q3 2023
Shares 6,852 Value ($000) $1,628 Avg Close $232.22 Range $214.03 - $250.65
Q2 2023
Shares 6,992 Value ($000) $1,520 Avg Close $200.25 Range $179.00 - $219.18
Q1 2023
Shares 6,987 Value ($000) $1,414 Avg Close $228.60 Range $188.52 - $257.65
Q4 2022
Shares 6,908 Value ($000) $1,493 Avg Close $233.77 Range $203.90 - $271.56