American Century Companies’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 | $147M | Buy |
487,789
+32,028
| +7% | +$10.7M | 0.08% | 281 |
|
|
2025
Q4 | $163M | Buy |
455,761
+28,127
| +7% | +$9.95M | 0.08% | 234 |
|
|
2025
Q3 | $142M | Sell |
427,634
-169,437
| -28% | -$61.4M | 0.07% | 265 |
|
|
2025
Q2 | $224M | Buy |
597,071
+8,271
| +1% | +$2.9M | 0.12% | 154 |
|
|
2025
Q1 | $193M | Buy |
588,800
+99,220
| +20% | +$34.5M | 0.12% | 159 |
|
|
2024
Q4 | $160M | Buy |
489,580
+15,554
| +3% | +$4.6M | 0.09% | 199 |
|
|
2024
Q3 | $110M | Sell |
474,026
-3,185
| -0.7% | -$718K | 0.06% | 309 |
|
|
2024
Q2 | $133M | Buy |
477,211
+164,586
| +53% | +$44.7M | 0.08% | 238 |
|
|
2024
Q1 | $82.6M | Buy |
312,625
+1,935
| +0.6% | +$488K | 0.05% | 381 |
|
|
2023
Q4 | $70.7M | Sell |
310,690
-257,166
| -45% | -$57.8M | 0.05% | 396 |
|
|
2023
Q3 | $135M | Buy |
567,856
+35,088
| +7% | +$8.15M | 0.1% | 219 |
|
|
2023
Q2 | $116M | Buy |
532,768
+119,491
| +29% | +$23.9M | 0.09% | 258 |
|
|
2023
Q1 | $83.6M | Sell |
413,277
-38,529
| -9% | -$8.81M | 0.07% | 309 |
|
|
2022
Q4 | $97.7M | Sell |
451,806
-46,109
| -9% | -$10.8M | 0.08% | 271 |
|
|
2022
Q3 | $109M | Sell |
497,915
-318,775
| -39% | -$67.8M | 0.1% | 239 |
|
|
2022
Q2 | $151M | Sell |
816,690
-77,157
| -9% | -$14.7M | 0.12% | 190 |
|
|
2022
Q1 | $163M | Sell |
893,847
-340,429
| -28% | -$59.3M | 0.11% | 206 |
|
|
2021
Q4 | $198M | Buy |
1,234,276
+181,478
| +17% | +$30M | 0.13% | 183 |
|
|
2021
Q3 | $165M | Sell |
1,052,798
-10,862
| -1% | -$1.56M | 0.11% | 186 |
|
|
2021
Q2 | $144M | Buy |
1,063,660
+303,276
| +40% | +$44.1M | 0.1% | 226 |
|
|
2021
Q1 | $108M | Sell |
760,384
-954
| -0.1% | -$122K | 0.08% | 278 |
|
|
2020
Q4 | $79.3M | Sell |
761,338
-296,033
| -28% | -$26.6M | 0.06% | 297 |
|
|
2020
Q3 | $81.1M | Buy |
1,057,371
+53,716
| +5% | +$4.27M | 0.07% | 276 |
|
|
2020
Q2 | $78.7M | Sell |
1,003,655
-1,094,036
| -52% | -$73.1M | 0.07% | 266 |
|
|
2020
Q1 | $114M | Buy |
2,097,691
+520,078
| +33% | +$41.9M | 0.14% | 194 |
|
|
2019
Q4 | $146M | Sell |
1,577,613
-15,849
| -1% | -$1.36M | 0.14% | 188 |
|
|
2019
Q3 | $131M | Sell |
1,593,462
-526,346
| -25% | -$42.1M | 0.13% | 206 |
|
|
2019
Q2 | $173M | Buy |
2,119,808
+306,900
| +17% | +$24.3M | 0.17% | 169 |
|
|
2019
Q1 | $126M | Buy |
1,812,908
+316,341
| +21% | +$22.8M | 0.13% | 214 |
|
|
2018
Q4 | $91.4M | Buy |
1,496,567
+753,956
| +102% | +$46M | 0.1% | 249 |
|
|
2018
Q3 | $47.9M | Buy |
+742,611
| New | +$49.2M | 0.05% | 354 |
|
|
2016
Q1 | – | Sell |
-1,773,857
| Closed | -$75.7M | – | 1345 |
|
|
2015
Q4 | $75.7M | Sell |
1,773,857
-672,741
| -27% | -$28.7M | 0.09% | 291 |
|
|
2015
Q3 | $97.3M | Buy |
2,446,598
+245,300
| +11% | +$10.6M | 0.12% | 229 |
|
|
2015
Q2 | $102M | Sell |
2,201,298
-714,187
| -24% | -$30.9M | 0.12% | 241 |
|
|
2015
Q1 | $128M | Buy |
2,915,485
+400,813
| +16% | +$17.7M | 0.14% | 204 |
|
|
2014
Q4 | $112M | Buy |
2,514,672
+636,776
| +34% | +$27.4M | 0.13% | 226 |
|
|
2014
Q3 | $86.5M | Buy |
1,877,896
+598,944
| +47% | +$28.9M | 0.1% | 254 |
|
|
2014
Q2 | $63.6M | Buy |
+1,278,952
| New | +$62M | 0.07% | 322 |
|
|
2014
Q1 | – | Sell |
-1,646,087
| Closed | -$77.4M | – | 1478 |
|
|
2013
Q4 | $77.4M | Sell |
1,646,087
-268,974
| -14% | -$11.3M | 0.09% | 274 |
|
|
2013
Q3 | $73.4M | Buy |
+1,915,061
| New | +$73.2M | 0.09% | 274 |
|
Other funds holding LPLA
VPM
VCM
SC
