AEGON Asset Management (UK)’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Sell |
41,058
-8,300
| -17% | -$3.11M | 0.2% | 104 |
|
|
2025
Q1 | $16.1M | Sell |
49,358
-10,683
| -18% | -$3.49M | 0.24% | 94 |
|
|
2024
Q4 | $19.6M | Sell |
60,041
-2,301
| -4% | -$751K | 0.26% | 92 |
|
|
2024
Q3 | $14.5M | Buy |
62,342
+533
| +0.9% | +$124K | 0.2% | 109 |
|
|
2024
Q2 | $17.3M | Buy |
61,809
+53,502
| +644% | +$14.9M | 0.24% | 95 |
|
|
2024
Q1 | $2.2M | Hold |
8,307
| – | – | 0.03% | 127 |
|
|
2023
Q4 | $1.89M | Buy |
+8,307
| New | +$1.89M | 0.03% | 135 |
|
|
2023
Q2 | $1.92M | Sell |
8,834
-245
| -3% | -$53.2K | 0.03% | 146 |
|
|
2023
Q1 | $1.84M | Sell |
9,079
-2,111
| -19% | -$427K | 0.03% | 145 |
|
|
2022
Q4 | $2.42M | Buy |
11,190
+533
| +5% | +$115K | 0.04% | 133 |
|
|
2022
Q3 | $2.33M | Sell |
10,657
-3,484
| -25% | -$760K | 0.05% | 117 |
|
|
2022
Q2 | $2.61M | Buy |
14,141
+687
| +5% | +$127K | 0.05% | 122 |
|
|
2022
Q1 | $2.46M | Sell |
13,454
-4,697
| -26% | -$858K | 0.04% | 132 |
|
|
2021
Q4 | $2.91M | Buy |
18,151
+402
| +2% | +$64.4K | 0.04% | 144 |
|
|
2021
Q3 | $2.78M | Hold |
17,749
| – | – | 0.04% | 146 |
|
|
2021
Q2 | $2.4M | Sell |
17,749
-3,146
| -15% | -$425K | 0.03% | 161 |
|
|
2021
Q1 | $2.97M | Sell |
20,895
-7,139
| -25% | -$1.01M | 0.04% | 133 |
|
|
2020
Q4 | $2.92M | Hold |
28,034
| – | – | 0.04% | 131 |
|
|
2020
Q3 | $2.15M | Buy |
28,034
+1,920
| +7% | +$147K | 0.04% | 129 |
|
|
2020
Q2 | $2.05M | Buy |
+26,114
| New | +$2.05M | 0.05% | 132 |
|