Acadian Asset Management’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
Q2 | – | Sell |
-371
| Closed | -$121K | – | 1762 |
|
|
2025
Q1 | $121K | Buy |
+371
| New | +$129K | ﹤0.01% | 1324 |
|
|
2024
Q3 | – | Sell |
-5,551
| Closed | -$1.55M | – | 2234 |
|
|
2024
Q2 | $1.55M | Buy |
5,551
+398
| +8% | +$108K | ﹤0.01% | 854 |
|
|
2024
Q1 | $1.36M | Buy |
5,153
+4,340
| +534% | +$1.1M | ﹤0.01% | 767 |
|
|
2023
Q4 | $185K | Sell |
813
-839
| -51% | -$189K | ﹤0.01% | 1246 |
|
|
2023
Q3 | $391K | Buy |
1,652
+1,420
| +612% | +$330K | ﹤0.01% | 1067 |
|
|
2023
Q2 | $50K | Sell |
232
-37
| -14% | -$7.41K | ﹤0.01% | 1534 |
|
|
2023
Q1 | $54K | Sell |
269
-441
| -62% | -$101K | ﹤0.01% | 1506 |
|
|
2022
Q4 | $153K | Buy |
+710
| New | +$166K | ﹤0.01% | 1347 |
|
|
2022
Q2 | – | Sell |
-327
| Closed | -$58K | – | 1783 |
|
|
2022
Q1 | $58K | Buy |
+327
| New | +$56.9K | ﹤0.01% | 1451 |
|
|
2021
Q4 | – | Sell |
-204
| Closed | -$31K | – | 1779 |
|
|
2021
Q3 | $31K | Buy |
+204
| New | +$29.3K | ﹤0.01% | 1606 |
|
|
2021
Q2 | – | Sell |
-3,146
| Closed | -$448K | – | 2119 |
|
|
2021
Q1 | $448K | Sell |
3,146
-2,817
| -47% | -$359K | ﹤0.01% | 1237 |
|
|
2020
Q4 | $622K | Buy |
5,963
+649
| +12% | +$58.3K | ﹤0.01% | 1161 |
|
|
2020
Q3 | $407K | Buy |
5,314
+1,543
| +41% | +$123K | ﹤0.01% | 1199 |
|
|
2020
Q2 | $296K | Sell |
3,771
-10,977
| -74% | -$733K | ﹤0.01% | 1363 |
|
|
2020
Q1 | $804K | Buy |
14,748
+2,660
| +22% | +$214K | ﹤0.01% | 859 |
|
|
2019
Q4 | $1.11M | Buy |
+12,088
| New | +$1.04M | 0.01% | 850 |
|
|
2019
Q3 | – | Sell |
-1,571
| Closed | -$128K | – | 1952 |
|
|
2019
Q2 | $128K | Sell |
1,571
-1,893
| -55% | -$150K | ﹤0.01% | 1328 |
|
|
2019
Q1 | $241K | Buy |
+3,464
| New | +$250K | ﹤0.01% | 1309 |
|
|
2017
Q1 | – | Sell |
-324
| Closed | -$12K | – | 1677 |
|
|
2016
Q4 | $12K | Buy |
+324
| New | +$11.3K | ﹤0.01% | 1401 |
|
|
2014
Q1 | – | Sell |
-2,224
| Closed | -$105K | – | 1017 |
|
|
2013
Q4 | $105K | Buy |
+2,224
| New | +$93.3K | ﹤0.01% | 878 |
|
Other funds holding LPLA
LPC
