Adage Capital Partners’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 | – | Sell |
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|
2025
Q2 | $12M | Sell |
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|
2025
Q1 | $14.7M | Buy |
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|
2024
Q4 | $9.8M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $6.05M | Buy |
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|
2020
Q1 | $2.72M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $10.2M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $6.45M | Hold |
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|
2018
Q2 | $6.55M | Buy |
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|
2018
Q1 | $3.05M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $228K | Buy |
|