Allianz 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 | $1.14M | Buy |
3,778
+256
| +7% | +$85.9K | ﹤0.01% | 1697 |
|
|
2025
Q4 | $1.26M | Sell |
3,522
-2,105
| -37% | -$745K | ﹤0.01% | 1659 |
|
|
2025
Q3 | $1.87M | Sell |
5,627
-40,358
| -88% | -$14.6M | ﹤0.01% | 1523 |
|
|
2025
Q2 | $17.2M | Sell |
45,985
-34,060
| -43% | -$11.9M | 0.02% | 624 |
|
|
2025
Q1 | $26.2M | Buy |
80,045
+61,639
| +335% | +$21.5M | 0.04% | 492 |
|
|
2024
Q4 | $6.01M | Sell |
18,406
-10,927
| -37% | -$3.23M | 0.01% | 959 |
|
|
2024
Q3 | $6.82M | Buy |
29,333
+5,768
| +24% | +$1.3M | 0.01% | 896 |
|
|
2024
Q2 | $6.58M | Buy |
23,565
+15,691
| +199% | +$4.26M | 0.01% | 836 |
|
|
2024
Q1 | $2.08M | Sell |
7,874
-522
| -6% | -$132K | ﹤0.01% | 1165 |
|
|
2023
Q4 | $1.91M | Sell |
8,396
-1,475
| -15% | -$332K | ﹤0.01% | 1341 |
|
|
2023
Q3 | $2.35M | Sell |
9,871
-3,738
| -27% | -$868K | ﹤0.01% | 1367 |
|
|
2023
Q2 | $2.96M | Sell |
13,609
-5,008
| -27% | -$1M | 0.01% | 1111 |
|
|
2023
Q1 | $3.77M | Buy |
18,617
+7,676
| +70% | +$1.75M | 0.01% | 1086 |
|
|
2022
Q4 | $2.37M | Sell |
10,941
-60
| -0.5% | -$14K | 0.01% | 1238 |
|
|
2022
Q3 | $2.4M | Sell |
11,001
-43,512
| -80% | -$9.25M | 0.01% | 1171 |
|
|
2022
Q2 | $10.1M | Sell |
54,513
-40,360
| -43% | -$7.66M | 0.01% | 897 |
|
|
2022
Q1 | $17.3M | Sell |
94,873
-35,746
| -27% | -$6.22M | 0.01% | 799 |
|
|
2021
Q4 | $20.9M | Sell |
130,619
-40,784
| -24% | -$6.73M | 0.02% | 753 |
|
|
2021
Q3 | $26.9M | Buy |
171,403
+23,262
| +16% | +$3.34M | 0.02% | 626 |
|
|
2021
Q2 | $20M | Sell |
148,141
-73,319
| -33% | -$10.7M | 0.02% | 648 |
|
|
2021
Q1 | $31.5M | Sell |
221,460
-61,013
| -22% | -$7.79M | 0.03% | 480 |
|
|
2020
Q4 | $29.4M | Sell |
282,473
-14,660
| -5% | -$1.32M | 0.03% | 495 |
|
|
2020
Q3 | $22.8M | Buy |
297,133
+79,981
| +37% | +$6.35M | 0.03% | 528 |
|
|
2020
Q2 | $17M | Buy |
217,152
+111,553
| +106% | +$7.45M | 0.02% | 692 |
|
|
2020
Q1 | $5.75M | Sell |
105,599
-11,637
| -10% | -$938K | 0.01% | 1097 |
|
|
2019
Q4 | $10.8M | Sell |
117,236
-211,879
| -64% | -$18.2M | 0.01% | 1091 |
|
|
2019
Q3 | $27M | Sell |
329,115
-20,398
| -6% | -$1.63M | 0.03% | 657 |
|
|
2019
Q2 | $28.5M | Sell |
349,513
-82,523
| -19% | -$6.53M | 0.03% | 642 |
|
|
2019
Q1 | $30.1M | Buy |
432,036
+135,056
| +45% | +$9.73M | 0.03% | 590 |
|
|
2018
Q4 | $18.1M | Buy |
296,980
+19,440
| +7% | +$1.19M | 0.02% | 749 |
|
|
2018
Q3 | $17.9M | Buy |
277,540
+17,687
| +7% | +$1.17M | 0.02% | 960 |
|
|
2018
Q2 | $17M | Sell |
259,853
-60,859
| -19% | -$4M | 0.02% | 976 |
|
|
2018
Q1 | $19.6M | Buy |
320,712
+87,378
| +37% | +$5.42M | 0.02% | 892 |
|
|
2017
Q4 | $13.3M | Buy |
233,334
+132,335
| +131% | +$6.96M | 0.02% | 1184 |
|
|
2017
Q3 | $5.21M | Sell |
100,999
-1,885
| -2% | -$86.7K | 0.01% | 1598 |
|
|
2017
Q2 | $4.35M | Buy |
102,884
+85,303
| +485% | +$3.46M | 0.01% | 1649 |
|
|
2017
Q1 | $701K | Buy |
+17,581
| New | +$691K | ﹤0.01% | 2333 |
|
Other funds holding LPLA
VPM
VCM
SC
