Ameriprise’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 | $79.6M | Buy |
264,733
+103,323
| +64% | +$34.7M | 0.02% | 645 |
|
|
2025
Q4 | $57.6M | Buy |
161,410
+48,778
| +43% | +$17.3M | 0.01% | 800 |
|
|
2025
Q3 | $37.5M | Sell |
112,632
-156,966
| -58% | -$56.9M | 0.01% | 1038 |
|
|
2025
Q2 | $101M | Sell |
269,598
-69,403
| -20% | -$24.3M | 0.02% | 548 |
|
|
2025
Q1 | $111M | Sell |
339,001
-39,260
| -10% | -$13.7M | 0.03% | 501 |
|
|
2024
Q4 | $124M | Buy |
378,261
+128,932
| +52% | +$38.1M | 0.03% | 470 |
|
|
2024
Q3 | $58M | Buy |
249,329
+14,501
| +6% | +$3.27M | 0.01% | 781 |
|
|
2024
Q2 | $65.6M | Buy |
234,828
+158,042
| +206% | +$42.9M | 0.02% | 686 |
|
|
2024
Q1 | $20.3M | Buy |
76,786
+951
| +1% | +$240K | 0.01% | 1291 |
|
|
2023
Q4 | $17.3M | Sell |
75,835
-197,305
| -72% | -$44.4M | 0.01% | 1362 |
|
|
2023
Q3 | $64.9M | Buy |
273,140
+229,434
| +525% | +$53.3M | 0.02% | 649 |
|
|
2023
Q2 | $9.5M | Buy |
43,706
+2,870
| +7% | +$575K | ﹤0.01% | 1817 |
|
|
2023
Q1 | $8.27M | Buy |
40,836
+6,554
| +19% | +$1.5M | ﹤0.01% | 1923 |
|
|
2022
Q4 | $7.41M | Sell |
34,282
-3,520
| -9% | -$823K | ﹤0.01% | 2006 |
|
|
2022
Q3 | $8.26M | Sell |
37,802
-7,741
| -17% | -$1.65M | ﹤0.01% | 1840 |
|
|
2022
Q2 | $8.4M | Sell |
45,543
-14,864
| -25% | -$2.82M | ﹤0.01% | 1872 |
|
|
2022
Q1 | $11M | Sell |
60,407
-13,517
| -18% | -$2.35M | ﹤0.01% | 1842 |
|
|
2021
Q4 | $11.8M | Buy |
73,924
+16,630
| +29% | +$2.74M | ﹤0.01% | 1852 |
|
|
2021
Q3 | $8.98M | Buy |
57,294
+9,730
| +20% | +$1.4M | ﹤0.01% | 1940 |
|
|
2021
Q2 | $6.42M | Buy |
47,564
+44,526
| +1,466% | +$6.48M | ﹤0.01% | 2271 |
|
|
2021
Q1 | $433K | Buy |
3,038
+1,036
| +52% | +$132K | ﹤0.01% | 3466 |
|
|
2020
Q4 | $208K | Buy |
+2,002
| New | +$180K | ﹤0.01% | 3614 |
|
|
2020
Q3 | – | Sell |
-29,750
| Closed | -$2.33M | – | 3761 |
|
|
2020
Q2 | $2.33M | Sell |
29,750
-32,778
| -52% | -$2.19M | ﹤0.01% | 2525 |
|
|
2020
Q1 | $3.4M | Sell |
62,528
-42,871
| -41% | -$3.46M | ﹤0.01% | 2175 |
|
|
2019
Q4 | $9.72M | Sell |
105,399
-157,825
| -60% | -$13.5M | ﹤0.01% | 1768 |
|
|
2019
Q3 | $21.6M | Sell |
263,224
-8,730
| -3% | -$699K | 0.01% | 1090 |
|
|
2019
Q2 | $22.2M | Buy |
271,954
+144,183
| +113% | +$11.4M | 0.01% | 1080 |
|
|
2019
Q1 | $8.9M | Buy |
+127,771
| New | +$9.21M | ﹤0.01% | 1789 |
|
|
2018
Q4 | – | Sell |
-3,374
| Closed | -$218K | – | 3718 |
|
|
2018
Q3 | $218K | Buy |
+3,374
| New | +$224K | ﹤0.01% | 3524 |
|
|
2018
Q2 | – | Sell |
-23,144
| Closed | -$1.41M | – | 3668 |
|
|
2018
Q1 | $1.41M | Sell |
23,144
-7,398
| -24% | -$459K | ﹤0.01% | 2827 |
|
|
2017
Q4 | $1.75M | Buy |
30,542
+237
| +0.8% | +$12.5K | ﹤0.01% | 2720 |
|
|
2017
Q3 | $1.56M | Buy |
30,305
+333
| +1% | +$15.3K | ﹤0.01% | 2735 |
|
|
2017
Q2 | $1.27M | Buy |
+29,972
| New | +$1.22M | ﹤0.01% | 2821 |
|
|
2014
Q4 | – | Sell |
-1,328
| Closed | -$61K | – | 4101 |
|
|
2014
Q3 | $61K | Buy |
1,328
+228
| +21% | +$11K | ﹤0.01% | 3911 |
|
|
2014
Q2 | $55K | Buy |
1,100
+129
| +13% | +$6.26K | ﹤0.01% | 3847 |
|
|
2014
Q1 | $51K | Sell |
971
-289
| -23% | -$15.3K | ﹤0.01% | 3781 |
|
|
2013
Q4 | $60K | Sell |
1,260
-480
| -28% | -$20.1K | ﹤0.01% | 3585 |
|
|
2013
Q3 | $67K | Buy |
1,740
+877
| +102% | +$33.5K | ﹤0.01% | 3661 |
|
|
2013
Q2 | $33K | Buy |
+863
| New | +$30.9K | ﹤0.01% | 3967 |
|
Other funds holding LPLA
VPM
VCM
SC
