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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $749K | Sell |
2,491
-27
| -1% | -$9.06K | 0.01% | 871 |
|
|
2025
Q4 | $899K | Buy |
2,518
+625
| +33% | +$221K | 0.02% | 815 |
|
|
2025
Q3 | $630K | Buy |
1,893
+51
| +3% | +$18.5K | 0.01% | 922 |
|
|
2025
Q2 | $691K | Buy |
1,842
+331
| +22% | +$116K | 0.01% | 880 |
|
|
2025
Q1 | $494K | Sell |
1,511
-569
| -27% | -$198K | 0.01% | 930 |
|
|
2024
Q4 | $679K | Buy |
2,080
+174
| +9% | +$51.5K | 0.01% | 859 |
|
|
2024
Q3 | $443K | Sell |
1,906
-767
| -29% | -$173K | 0.01% | 967 |
|
|
2024
Q2 | $747K | Buy |
2,673
+738
| +38% | +$200K | 0.01% | 791 |
|
|
2024
Q1 | $511K | Sell |
1,935
-1,355
| -41% | -$342K | 0.01% | 901 |
|
|
2023
Q4 | $749K | Sell |
3,290
-459
| -12% | -$103K | 0.02% | 792 |
|
|
2023
Q3 | $891K | Sell |
3,749
-1,299
| -26% | -$302K | 0.02% | 746 |
|
|
2023
Q2 | $1.1M | Sell |
5,048
-50
| -1% | -$10K | 0.02% | 705 |
|
|
2023
Q1 | $1.03M | Sell |
5,098
-1,133
| -18% | -$259K | 0.02% | 740 |
|
|
2022
Q4 | $1.35M | Sell |
6,231
-418
| -6% | -$97.7K | 0.03% | 623 |
|
|
2022
Q3 | $1.45M | Sell |
6,649
-1,014
| -13% | -$216K | 0.03% | 592 |
|
|
2022
Q2 | $1.41M | Sell |
7,663
-402
| -5% | -$76.3K | 0.03% | 633 |
|
|
2022
Q1 | $1.47M | Buy |
8,065
+75
| +0.9% | +$13.1K | 0.02% | 686 |
|
|
2021
Q4 | $1.28M | Buy |
7,990
+353
| +5% | +$58.3K | 0.02% | 761 |
|
|
2021
Q3 | $1.2M | Buy |
7,637
+162
| +2% | +$23.3K | 0.02% | 755 |
|
|
2021
Q2 | $1.01M | Buy |
7,475
+48
| +0.6% | +$6.98K | 0.01% | 827 |
|
|
2021
Q1 | $1.06M | Sell |
7,427
-515
| -6% | -$65.7K | 0.02% | 806 |
|
|
2020
Q4 | $828K | Sell |
7,942
-1,944
| -20% | -$175K | 0.01% | 827 |
|
|
2020
Q3 | $758K | Buy |
9,886
+230
| +2% | +$18.3K | 0.01% | 793 |
|
|
2020
Q2 | $757K | Buy |
9,656
+731
| +8% | +$48.8K | 0.01% | 766 |
|
|
2020
Q1 | $486K | Buy |
8,925
+1,302
| +17% | +$105K | 0.01% | 831 |
|
|
2019
Q4 | $703K | Sell |
7,623
-1,716
| -18% | -$147K | 0.01% | 875 |
|
|
2019
Q3 | $765K | Buy |
9,339
+442
| +5% | +$35.4K | 0.01% | 847 |
|
|
2019
Q2 | $726K | Buy |
8,897
+590
| +7% | +$46.7K | 0.01% | 889 |
|
|
2019
Q1 | $579K | Buy |
8,307
+1,814
| +28% | +$131K | 0.01% | 1033 |
|
|
2018
Q4 | $397K | Buy |
6,493
+3,037
| +88% | +$185K | 0.01% | 1034 |
|
|
2018
Q3 | $223K | Sell |
3,456
-212
| -6% | -$14.1K | ﹤0.01% | 1224 |
|
|
2018
Q2 | $240K | Sell |
3,668
-589
| -14% | -$38.7K | ﹤0.01% | 1210 |
|
|
2018
Q1 | $274K | Buy |
4,257
+1,480
| +53% | +$91.7K | ﹤0.01% | 1188 |
|
|
2017
Q4 | $159K | Buy |
+2,777
| New | +$146K | ﹤0.01% | 1290 |
|
Other funds holding LPLA
VPM
VCM
SC
