AGF 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 | $287M | Buy |
|
|||||
|
2025
Q1 | $143M | Buy |
|
|||||
|
2024
Q4 | $142M | Sell |
|
|||||
|
2024
Q3 | $104M | Buy |
|
|||||
|
2024
Q2 | $121M | Buy |
|
|||||
|
2024
Q1 | $113M | Buy |
|
|||||
|
2023
Q4 | $85.2M | Sell |
|
|||||
|
2023
Q3 | $97M | Hold |
|
|||||
|
2023
Q2 | $88.8M | Buy |
|
|||||
|
2023
Q1 | $82M | Sell |
|
|||||
|
2022
Q4 | $95.2M | Buy |
|