Advisor OS’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,336
| Closed | -$477K | – | 609 |
|
|
2025
Q4 | $477K | Sell |
1,336
-103
| -7% | -$36.4K | 0.04% | 286 |
|
|
2025
Q3 | $479K | Sell |
1,439
-257
| -15% | -$93.2K | 0.04% | 276 |
|
|
2025
Q2 | $636K | Sell |
1,696
-82
| -5% | -$28.7K | 0.06% | 214 |
|
|
2025
Q1 | $582K | Sell |
1,778
-168
| -9% | -$58.5K | 0.07% | 209 |
|
|
2024
Q4 | $636K | Sell |
1,946
-1,527
| -44% | -$452K | 0.07% | 181 |
|
|
2024
Q3 | $808K | Sell |
3,473
-1,670
| -32% | -$376K | 0.08% | 182 |
|
|
2024
Q2 | $1.44M | Sell |
5,143
-26
| -0.5% | -$7.06K | 0.16% | 113 |
|
|
2024
Q1 | $1.37M | Buy |
5,169
+439
| +9% | +$111K | 0.16% | 118 |
|
|
2023
Q4 | $1.08M | Sell |
4,730
-252
| -5% | -$56.6K | 0.14% | 134 |
|
|
2023
Q3 | $1.18M | Buy |
4,982
+181
| +4% | +$42K | 0.18% | 105 |
|
|
2023
Q2 | $1.04M | Buy |
4,801
+111
| +2% | +$22.2K | 0.17% | 118 |
|
|
2023
Q1 | $949K | Buy |
4,690
+398
| +9% | +$91K | 0.23% | 112 |
|
|
2022
Q4 | $928K | Sell |
4,292
-1,595
| -27% | -$373K | 0.25% | 94 |
|
|
2022
Q3 | $1.29M | Buy |
5,887
+493
| +9% | +$105K | 0.39% | 54 |
|
|
2022
Q2 | $995K | Buy |
5,394
+536
| +11% | +$102K | 0.29% | 74 |
|
|
2022
Q1 | $888K | Buy |
4,858
+488
| +11% | +$85K | 0.26% | 94 |
|
|
2021
Q4 | $699K | Buy |
4,370
+442
| +11% | +$73K | 0.14% | 137 |
|
|
2021
Q3 | $615K | Buy |
3,928
+621
| +19% | +$89.2K | 0.13% | 137 |
|
|
2021
Q2 | $446K | Buy |
3,307
+1,446
| +78% | +$210K | 0.09% | 148 |
|
|
2021
Q1 | $264K | Buy |
+1,861
| New | +$237K | 0.06% | 172 |
|
Other funds holding LPLA
VPM
VCM
SC
