Aberdeen Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $30.8M | Sell |
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|
2025
Q2 | $37.8M | Sell |
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|
2025
Q1 | $45.4M | Sell |
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|
2024
Q4 | $71M | Sell |
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|
2024
Q3 | $59M | Sell |
|
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|
2024
Q2 | $72.3M | Sell |
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|
2024
Q1 | $72.8M | Sell |
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|
2023
Q4 | $63M | Sell |
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|
2023
Q3 | $185M | Sell |
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|
2023
Q2 | $178M | Buy |
|
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|
2023
Q1 | $155M | Buy |
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|
2022
Q4 | $152M | Buy |
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|
2022
Q3 | $150M | Sell |
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|
2022
Q2 | $136M | Sell |
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|
2022
Q1 | $140M | Buy |
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|
2021
Q4 | $111M | Buy |
|