Aberdeen Group’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 | $37.8M | Sell |
102,164
-35,855
| -26% | -$13.3M | 0.06% | 260 |
|
|
2025
Q1 | $45.4M | Sell |
138,019
-78,731
| -36% | -$25.9M | 0.09% | 206 |
|
|
2024
Q4 | $71M | Sell |
216,750
-36,618
| -14% | -$12M | 0.13% | 159 |
|
|
2024
Q3 | $59M | Sell |
253,368
-5,596
| -2% | -$1.3M | 0.11% | 192 |
|
|
2024
Q2 | $72.3M | Sell |
258,964
-16,477
| -6% | -$4.6M | 0.14% | 155 |
|
|
2024
Q1 | $72.8M | Sell |
275,441
-1,384
| -0.5% | -$366K | 0.14% | 164 |
|
|
2023
Q4 | $63M | Sell |
276,825
-501,939
| -64% | -$114M | 0.14% | 168 |
|
|
2023
Q3 | $185M | Sell |
778,764
-39,823
| -5% | -$9.46M | 0.47% | 49 |
|
|
2023
Q2 | $178M | Buy |
818,587
+53,226
| +7% | +$11.6M | 0.41% | 56 |
|
|
2023
Q1 | $155M | Buy |
765,361
+62,772
| +9% | +$12.7M | 0.39% | 57 |
|
|
2022
Q4 | $152M | Buy |
702,589
+15,475
| +2% | +$3.35M | 0.41% | 55 |
|
|
2022
Q3 | $150M | Sell |
687,114
-52,123
| -7% | -$11.4M | 0.45% | 47 |
|
|
2022
Q2 | $136M | Sell |
739,237
-28,253
| -4% | -$5.21M | 0.43% | 57 |
|
|
2022
Q1 | $140M | Buy |
767,490
+71,208
| +10% | +$13M | 0.36% | 70 |
|
|
2021
Q4 | $111M | Buy |
+696,282
| New | +$111M | 0.24% | 100 |
|