Advisors 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 | $691K | Buy |
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|
2025
Q1 | $494K | Sell |
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|
2024
Q4 | $679K | Buy |
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|
2024
Q3 | $443K | Sell |
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|
2024
Q2 | $747K | Buy |
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|
2024
Q1 | $511K | Sell |
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|
2023
Q4 | $749K | Sell |
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|
2023
Q3 | $891K | Sell |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.35M | Sell |
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|
2022
Q3 | $1.45M | Sell |
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|
2022
Q2 | $1.41M | Sell |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $828K | Sell |
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|
2020
Q3 | $758K | Buy |
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|
2020
Q2 | $757K | Buy |
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|
2020
Q1 | $486K | Buy |
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|
2019
Q4 | $703K | Sell |
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|
2019
Q3 | $765K | Buy |
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|
2019
Q2 | $726K | Buy |
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|
2019
Q1 | $579K | Buy |
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|
2018
Q4 | $397K | Buy |
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|
2018
Q3 | $223K | Sell |
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|
2018
Q2 | $240K | Sell |
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|
2018
Q1 | $274K | Buy |
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|
2017
Q4 | $159K | Buy |
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