Allianz Asset Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Sell |
45,985
-34,060
| -43% | -$12.8M | 0.02% | 544 |
|
|
2025
Q1 | $26.2M | Buy |
80,045
+61,639
| +335% | +$20.2M | 0.03% | 438 |
|
|
2024
Q4 | $6.01M | Sell |
18,406
-10,927
| -37% | -$3.57M | 0.01% | 817 |
|
|
2024
Q3 | $6.82M | Buy |
29,333
+5,768
| +24% | +$1.34M | 0.01% | 765 |
|
|
2024
Q2 | $6.58M | Buy |
23,565
+15,691
| +199% | +$4.38M | 0.01% | 743 |
|
|
2024
Q1 | $2.08M | Sell |
7,874
-522
| -6% | -$138K | ﹤0.01% | 1045 |
|
|
2023
Q4 | $1.91M | Sell |
8,396
-1,475
| -15% | -$336K | ﹤0.01% | 1061 |
|
|
2023
Q3 | $2.35M | Sell |
9,871
-3,738
| -27% | -$888K | ﹤0.01% | 1004 |
|
|
2023
Q2 | $2.96M | Sell |
13,609
-5,008
| -27% | -$1.09M | 0.01% | 884 |
|
|
2023
Q1 | $3.77M | Buy |
18,617
+7,676
| +70% | +$1.55M | 0.01% | 863 |
|
|
2022
Q4 | $2.37M | Sell |
10,941
-60
| -0.5% | -$13K | ﹤0.01% | 1020 |
|
|
2022
Q3 | $2.4M | Sell |
11,001
-43,512
| -80% | -$9.51M | ﹤0.01% | 995 |
|
|
2022
Q2 | $10.1M | Sell |
54,513
-40,360
| -43% | -$7.45M | 0.01% | 865 |
|
|
2022
Q1 | $17.3M | Sell |
94,873
-35,746
| -27% | -$6.53M | 0.01% | 760 |
|
|
2021
Q4 | $20.9M | Sell |
130,619
-40,784
| -24% | -$6.53M | 0.01% | 724 |
|
|
2021
Q3 | $26.9M | Buy |
171,403
+23,262
| +16% | +$3.65M | 0.02% | 595 |
|
|
2021
Q2 | $20M | Sell |
148,141
-73,319
| -33% | -$9.9M | 0.02% | 628 |
|
|
2021
Q1 | $31.5M | Sell |
221,460
-61,013
| -22% | -$8.67M | 0.03% | 466 |
|
|
2020
Q4 | $29.4M | Sell |
282,473
-14,660
| -5% | -$1.53M | 0.03% | 486 |
|
|
2020
Q3 | $22.8M | Buy |
297,133
+79,981
| +37% | +$6.13M | 0.03% | 520 |
|
|
2020
Q2 | $17M | Buy |
217,152
+111,553
| +106% | +$8.75M | 0.02% | 613 |
|
|
2020
Q1 | $5.75M | Sell |
105,599
-11,637
| -10% | -$633K | 0.01% | 927 |
|
|
2019
Q4 | $10.8M | Sell |
117,236
-211,879
| -64% | -$19.5M | 0.01% | 889 |
|
|
2019
Q3 | $27M | Sell |
329,115
-20,398
| -6% | -$1.67M | 0.03% | 576 |
|
|
2019
Q2 | $28.5M | Sell |
349,513
-82,523
| -19% | -$6.73M | 0.03% | 563 |
|
|
2019
Q1 | $30.1M | Buy |
432,036
+135,056
| +45% | +$9.41M | 0.03% | 532 |
|
|
2018
Q4 | $18.1M | Buy |
296,980
+19,440
| +7% | +$1.19M | 0.02% | 648 |
|
|
2018
Q3 | $17.9M | Buy |
277,540
+17,687
| +7% | +$1.14M | 0.02% | 787 |
|
|
2018
Q2 | $17M | Sell |
259,853
-60,859
| -19% | -$3.99M | 0.02% | 766 |
|
|
2018
Q1 | $19.6M | Buy |
320,712
+87,378
| +37% | +$5.34M | 0.02% | 734 |
|
|
2017
Q4 | $13.3M | Buy |
233,334
+132,335
| +131% | +$7.56M | 0.01% | 872 |
|
|
2017
Q3 | $5.21M | Sell |
100,999
-1,885
| -2% | -$97.2K | ﹤0.01% | 1171 |
|
|
2017
Q2 | $4.35M | Buy |
102,884
+85,303
| +485% | +$3.61M | ﹤0.01% | 1225 |
|
|
2017
Q1 | $701K | Buy |
+17,581
| New | +$701K | ﹤0.01% | 1806 |
|